Apriem Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-558
| Closed | -$38K | – | 298 |
|
|
2018
Q2 | $38K | Buy |
+558
| New | +$38K | 0.01% | 273 |
|
|
2017
Q2 | – | Sell |
-670
| Closed | -$45K | – | 410 |
|
|
2017
Q1 | $45K | Sell |
670
-49
| -7% | -$3.29K | 0.01% | 245 |
|
|
2016
Q4 | $47K | Buy |
719
+34
| +5% | +$2.22K | 0.01% | 238 |
|
|
2016
Q3 | $48K | Hold |
685
| – | – | 0.01% | 228 |
|
|
2016
Q2 | $51K | Sell |
685
-88
| -11% | -$6.55K | 0.02% | 225 |
|
|
2016
Q1 | $50K | Buy |
773
+285
| +58% | +$18.4K | 0.02% | 195 |
|
|
2015
Q4 | $38K | Buy |
488
+97
| +25% | +$7.55K | 0.01% | 223 |
|
|
2015
Q3 | $32K | Sell |
391
-532
| -58% | -$43.5K | 0.01% | 236 |
|
|
2015
Q2 | $81K | Buy |
923
+393
| +74% | +$34.5K | 0.03% | 160 |
|
|
2015
Q1 | $47K | Hold |
530
| – | – | 0.02% | 214 |
|
|
2014
Q4 | $44K | Hold |
530
| – | – | 0.02% | 202 |
|
|
2014
Q3 | $45K | Buy |
+530
| New | +$45K | 0.02% | 212 |
|
|
2013
Q4 | – | Sell |
-52
| Closed | -$4K | – | 522 |
|
|
2013
Q3 | $4K | Hold |
52
| – | – | ﹤0.01% | 427 |
|
|
2013
Q2 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 412 |
|