1834 Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-78
| Closed | -$7K | – | 509 |
|
|
2021
Q2 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 446 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$2K | – | 485 |
|
|
2019
Q2 | $2K | Sell |
17
-2
| -11% | -$235 | ﹤0.01% | 418 |
|
|
2019
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 392 |
|
|
2018
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 410 |
|
|
2018
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 448 |
|
|
2015
Q3 | – | Sell |
-3,139
| Closed | -$277K | – | 200 |
|
|
2015
Q2 | $277K | Sell |
3,139
-468
| -13% | -$41.3K | 0.08% | 136 |
|
|
2015
Q1 | $319K | Buy |
3,607
+87
| +2% | +$7.69K | 0.09% | 133 |
|
|
2014
Q4 | $292K | Sell |
3,520
-2,477
| -41% | -$205K | 0.08% | 134 |
|
|
2014
Q3 | $506K | Sell |
5,997
-1,167
| -16% | -$98.5K | 0.14% | 106 |
|
|
2014
Q2 | $581K | Sell |
7,164
-909
| -11% | -$73.7K | 0.16% | 107 |
|
|
2014
Q1 | $615K | Sell |
8,073
-1,836
| -19% | -$140K | 0.18% | 93 |
|
|
2013
Q4 | $714K | Sell |
9,909
-224
| -2% | -$16.1K | 0.21% | 95 |
|
|
2013
Q3 | $697K | Sell |
10,133
-1,483
| -13% | -$102K | 0.23% | 86 |
|
|
2013
Q2 | $736K | Buy |
+11,616
| New | +$736K | 0.25% | 84 |
|