Ameritas Investment Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $344K | Buy |
4,201
+791
| +23% | +$64.8K | 0.02% | 519 |
|
|
2021
Q2 | $428K | Sell |
3,410
-755
| -18% | -$94.8K | 0.02% | 454 |
|
|
2021
Q1 | $356K | Buy |
4,165
+1,462
| +54% | +$125K | 0.03% | 426 |
|
|
2020
Q4 | $254K | Buy |
+2,703
| New | +$254K | 0.05% | 345 |
|
|
2020
Q2 | – | Sell |
-1,207
| Closed | -$100K | – | 1168 |
|
|
2020
Q1 | $100K | Buy |
1,207
+499
| +70% | +$41.3K | 0.02% | 500 |
|
|
2019
Q4 | $67K | Buy |
708
+156
| +28% | +$14.8K | 0.01% | 531 |
|
|
2019
Q3 | $48K | Buy |
+552
| New | +$48K | 0.01% | 670 |
|
|
2019
Q2 | – | Sell |
-239
| Closed | -$21K | – | 647 |
|
|
2019
Q1 | $21K | Sell |
239
-2,586
| -92% | -$227K | ﹤0.01% | 542 |
|
|
2018
Q4 | $217K | Buy |
+2,825
| New | +$217K | 0.05% | 279 |
|