Advisory Research’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-310,305
| Closed | -$22.5M | – | 385 |
|
|
2018
Q1 | $22.5M | Buy |
310,305
+13,904
| +5% | +$1.01M | 0.4% | 76 |
|
|
2017
Q4 | $22.3M | Sell |
296,401
-2,423
| -0.8% | -$182K | 0.37% | 78 |
|
|
2017
Q3 | $23M | Buy |
298,824
+33,214
| +13% | +$2.55M | 0.37% | 76 |
|
|
2017
Q2 | $19.9M | Buy |
265,610
+178,657
| +205% | +$13.4M | 0.31% | 85 |
|
|
2017
Q1 | $5.79M | Buy |
+86,953
| New | +$5.79M | 0.09% | 150 |
|