55I LLC’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,168
| Closed | -$300K | – | 186 |
|
|
2019
Q4 | $300K | Buy |
3,168
+151
| +5% | +$14.3K | 0.13% | 112 |
|
|
2019
Q3 | $262K | Hold |
3,017
| – | – | 0.13% | 108 |
|
|
2019
Q2 | $275K | Sell |
3,017
-350
| -10% | -$31.9K | 0.15% | 93 |
|
|
2019
Q1 | $290K | Hold |
3,367
| – | – | 0.23% | 64 |
|
|
2018
Q4 | $259K | Buy |
+3,367
| New | +$259K | 0.26% | 46 |
|