Ameritas Investment Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-150
| Closed | -$16K | – | 3136 |
|
|
2024
Q2 | $16K | Buy |
+150
| New | +$16K | ﹤0.01% | 2713 |
|
|
2020
Q4 | – | Sell |
-96
| Closed | -$8K | – | 3100 |
|
|
2020
Q3 | $8K | Buy |
+96
| New | +$8K | ﹤0.01% | 2814 |
|
|
2018
Q2 | – | Sell |
-597
| Closed | -$43K | – | 3035 |
|
|
2018
Q1 | $43K | Sell |
597
-487
| -45% | -$35.1K | ﹤0.01% | 1997 |
|
|
2017
Q4 | $121K | Hold |
1,084
| – | – | 0.01% | 1393 |
|
|
2017
Q3 | $83K | Sell |
1,084
-49
| -4% | -$3.75K | ﹤0.01% | 1575 |
|
|
2017
Q2 | $84K | Sell |
1,133
-20
| -2% | -$1.48K | ﹤0.01% | 1573 |
|
|
2017
Q1 | $76K | Hold |
1,153
| – | – | ﹤0.01% | 1584 |
|
|
2016
Q4 | $75K | Hold |
1,153
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q3 | $81K | Sell |
1,153
-13,503
| -92% | -$949K | ﹤0.01% | 1078 |
|
|
2016
Q2 | $1.08M | Buy |
14,656
+49
| +0.3% | +$3.62K | 0.07% | 276 |
|
|
2016
Q1 | $947K | Hold |
14,607
| – | – | 0.06% | 329 |
|
|
2015
Q4 | $1.13M | Buy |
14,607
+13,972
| +2,200% | +$1.08M | 0.08% | 258 |
|
|
2015
Q3 | $52K | Hold |
635
| – | – | ﹤0.01% | 1001 |
|
|
2015
Q2 | $55K | Hold |
635
| – | – | ﹤0.01% | 1042 |
|
|
2015
Q1 | $56K | Hold |
635
| – | – | ﹤0.01% | 1082 |
|
|
2014
Q4 | $52K | Buy |
+635
| New | +$52K | ﹤0.01% | 1066 |
|