Aldebaran Financial’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,957
| Closed | -$228K | – | 103 |
|
|
2015
Q4 | $228K | Buy |
+2,957
| New | +$228K | 0.21% | 88 |
|
|
2015
Q3 | – | Sell |
-2,957
| Closed | -$261K | – | 107 |
|
|
2015
Q2 | $261K | Hold |
2,957
| – | – | 0.22% | 87 |
|
|
2015
Q1 | $261K | Buy |
+2,957
| New | +$261K | 0.22% | 90 |
|
|
2014
Q4 | – | Sell |
-3,292
| Closed | -$278K | – | 117 |
|
|
2014
Q3 | $278K | Hold |
3,292
| – | – | 0.25% | 91 |
|
|
2014
Q2 | $267K | Buy |
+3,292
| New | +$267K | 0.21% | 103 |
|
|
2014
Q1 | – | Sell |
-3,292
| Closed | -$237K | – | 121 |
|
|
2013
Q4 | $237K | Buy |
+3,292
| New | +$237K | 0.23% | 101 |
|