American Portfolios Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $473K | Buy |
6,224
+314
| +5% | +$23.9K | 0.02% | 665 |
|
2022
Q2 | $500K | Sell |
5,910
-155
| -3% | -$13.1K | 0.02% | 656 |
|
2022
Q1 | $532K | Buy |
6,065
+75
| +1% | +$6.58K | 0.02% | 709 |
|
2021
Q4 | $524K | Sell |
5,990
-109
| -2% | -$9.54K | 0.02% | 717 |
|
2021
Q3 | $499K | Sell |
6,099
-516
| -8% | -$42.2K | 0.02% | 715 |
|
2021
Q2 | $604K | Sell |
6,615
-377
| -5% | -$34.4K | 0.02% | 629 |
|
2021
Q1 | $598K | Buy |
6,992
+651
| +10% | +$55.7K | 0.03% | 583 |
|
2020
Q4 | $599K | Sell |
6,341
-419
| -6% | -$39.6K | 0.03% | 503 |
|
2020
Q3 | $588K | Buy |
6,760
+205
| +3% | +$17.8K | 0.03% | 434 |
|
2020
Q2 | $573K | Buy |
6,555
+331
| +5% | +$28.9K | 0.04% | 403 |
|
2020
Q1 | $513K | Sell |
6,224
-813
| -12% | -$67K | 0.04% | 363 |
|
2019
Q4 | $666K | Buy |
7,037
+130
| +2% | +$12.3K | 0.05% | 347 |
|
2019
Q3 | $600K | Buy |
6,907
+128
| +2% | +$11.1K | 0.05% | 351 |
|
2019
Q2 | $619K | Sell |
6,779
-705
| -9% | -$64.4K | 0.05% | 333 |
|
2019
Q1 | $645K | Buy |
7,484
+651
| +10% | +$56.1K | 0.06% | 301 |
|
2018
Q4 | $525K | Sell |
6,833
-623
| -8% | -$47.9K | 0.06% | 268 |
|
2018
Q3 | $576K | Sell |
7,456
-661
| -8% | -$51K | 0.07% | 282 |
|
2018
Q2 | $549K | Buy |
8,117
+1,501
| +23% | +$102K | 0.07% | 263 |
|
2018
Q1 | $479K | Buy |
6,616
+28
| +0.4% | +$2.03K | 0.07% | 271 |
|
2017
Q4 | $496K | Buy |
+6,588
| New | +$496K | 0.08% | 254 |
|