Advantage Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $41K | Sell |
474
-152
| -24% | -$13.1K | 0.03% | 374 |
|
|
2019
Q2 | $57K | Sell |
626
-275
| -31% | -$25K | 0.04% | 318 |
|
|
2019
Q1 | $78K | Buy |
901
+108
| +14% | +$9.35K | 0.06% | 268 |
|
|
2018
Q4 | $61K | Buy |
793
+303
| +62% | +$23.3K | 0.05% | 309 |
|
|
2018
Q3 | $38K | Buy |
490
+267
| +120% | +$20.7K | 0.02% | 440 |
|
|
2018
Q2 | $15K | Hold |
223
| – | – | 0.01% | 596 |
|
|
2018
Q1 | $16K | Sell |
223
-84
| -27% | -$6.03K | 0.01% | 598 |
|
|
2017
Q4 | $23K | Sell |
307
-23
| -7% | -$1.72K | 0.01% | 545 |
|
|
2017
Q3 | $25K | Buy |
330
+23
| +7% | +$1.74K | 0.01% | 515 |
|
|
2017
Q2 | $23K | Hold |
307
| – | – | 0.01% | 537 |
|
|
2017
Q1 | $20K | Hold |
307
| – | – | 0.01% | 549 |
|
|
2016
Q4 | $20K | Hold |
307
| – | – | 0.01% | 512 |
|
|
2016
Q3 | $22K | Hold |
307
| – | – | 0.01% | 483 |
|
|
2016
Q2 | $23K | Sell |
307
-357
| -54% | -$26.7K | 0.01% | 462 |
|
|
2016
Q1 | $43K | Buy |
664
+112
| +20% | +$7.25K | 0.02% | 357 |
|
|
2015
Q4 | $43K | Hold |
552
| – | – | 0.02% | 356 |
|
|
2015
Q3 | $46K | Hold |
552
| – | – | 0.03% | 321 |
|
|
2015
Q2 | $49K | Sell |
552
-67
| -11% | -$5.95K | 0.02% | 344 |
|
|
2015
Q1 | $55K | Sell |
619
-10
| -2% | -$889 | 0.03% | 311 |
|
|
2014
Q4 | $52K | Buy |
+629
| New | +$52K | 0.04% | 305 |
|