Allegis Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $506K | Buy |
6,988
+248
| +4% | +$18K | 0.16% | 136 |
|
|
2017
Q4 | $507K | Buy |
6,740
+2,162
| +47% | +$163K | 0.15% | 151 |
|
|
2017
Q3 | $352K | Buy |
4,578
+1,197
| +35% | +$92K | 0.08% | 193 |
|
|
2017
Q2 | $253K | Buy |
+3,381
| New | +$253K | 0.06% | 213 |
|
|
2016
Q1 | – | Sell |
-613
| Closed | -$47K | – | 682 |
|
|
2015
Q4 | $47K | Buy |
+613
| New | +$47K | 0.03% | 346 |
|