Alpha Omega Wealth 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 | – | Sell |
-1,013
| Closed | -$92K | – | 442 |
|
|
2019
Q2 | $92K | Sell |
1,013
-114
| -10% | -$10.4K | 0.04% | 202 |
|
|
2019
Q1 | $97K | Hold |
1,127
| – | – | 0.04% | 194 |
|
|
2018
Q4 | $87K | Hold |
1,127
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $87K | Hold |
1,127
| – | – | 0.04% | 188 |
|
|
2018
Q2 | $76K | Hold |
1,127
| – | – | 0.04% | 195 |
|
|
2018
Q1 | $82K | Hold |
1,127
| – | – | 0.04% | 181 |
|
|
2017
Q4 | $85K | Sell |
1,127
-38
| -3% | -$2.87K | 0.04% | 185 |
|
|
2017
Q3 | $90K | Hold |
1,165
| – | – | 0.04% | 181 |
|
|
2017
Q2 | $87K | Hold |
1,165
| – | – | 0.04% | 182 |
|
|
2017
Q1 | $78K | Hold |
1,165
| – | – | 0.04% | 191 |
|
|
2016
Q4 | $76K | Buy |
+1,165
| New | +$76K | 0.04% | 203 |
|