Arbor 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 |
-132
| Closed | -$12K | – | 149 |
|
|
2019
Q2 | $12K | Buy |
+132
| New | +$12K | 0.01% | 128 |
|
|
2017
Q2 | – | Sell |
-22,716
| Closed | -$1.64M | – | 61 |
|
|
2017
Q1 | $1.64M | Buy |
22,716
+1,059
| +5% | +$76.4K | 1.44% | 31 |
|
|
2016
Q4 | $1.46K | Buy |
21,657
+963
| +5% | +$65 | 1.14% | 32 |
|
|
2016
Q3 | $1.41M | Sell |
20,694
-158
| -0.8% | -$10.8K | 1.2% | 31 |
|
|
2016
Q2 | $1.55M | Buy |
20,852
+7,681
| +58% | +$572K | 1.47% | 27 |
|
|
2016
Q1 | $885K | Buy |
13,171
+7,395
| +128% | +$497K | 0.91% | 33 |
|
|
2015
Q4 | $373K | Buy |
+5,776
| New | +$373K | 0.41% | 61 |
|