Abner Herrman & Brock’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,654
| Closed | -$243K | – | 123 |
|
|
2016
Q4 | $243K | Sell |
3,654
-35
| -0.9% | -$2.33K | 0.05% | 107 |
|
|
2016
Q3 | $261K | Sell |
3,689
-27
| -0.7% | -$1.91K | 0.06% | 103 |
|
|
2016
Q2 | $274K | Sell |
3,716
-869
| -19% | -$64.1K | 0.06% | 97 |
|
|
2016
Q1 | $298K | Buy |
+4,585
| New | +$298K | 0.07% | 84 |
|
|
2014
Q4 | – | Sell |
-3,854
| Closed | -$325K | – | 95 |
|
|
2014
Q3 | $325K | Hold |
3,854
| – | – | 0.1% | 84 |
|
|
2014
Q2 | $313K | Buy |
3,854
+125
| +3% | +$10.2K | 0.09% | 83 |
|
|
2014
Q1 | $284K | Buy |
+3,729
| New | +$284K | 0.09% | 85 |
|