AWA
ARS Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,757
| Closed | -$328K | – | 109 |
|
|
2020
Q2 | $328K | Sell |
3,757
-101
| -3% | -$8.82K | 0.1% | 72 |
|
|
2020
Q1 | $318K | Sell |
3,858
-857
| -18% | -$70.6K | 0.13% | 67 |
|
|
2019
Q4 | $446K | Sell |
4,715
-845
| -15% | -$79.9K | 0.13% | 68 |
|
|
2019
Q3 | $483K | Sell |
5,560
-850
| -13% | -$73.8K | 0.15% | 64 |
|
|
2019
Q2 | $585K | Sell |
6,410
-85
| -1% | -$7.76K | 0.19% | 55 |
|
|
2019
Q1 | $624K | Sell |
6,495
-49
| -0.7% | -$4.71K | 0.2% | 59 |
|
|
2018
Q4 | $562K | Buy |
6,544
+311
| +5% | +$26.7K | 0.21% | 62 |
|
|
2018
Q3 | $537K | Buy |
6,233
+300
| +5% | +$25.8K | 0.18% | 68 |
|
|
2018
Q2 | $448K | Sell |
5,933
-900
| -13% | -$68K | 0.16% | 68 |
|
|
2018
Q1 | $552K | Sell |
6,833
-45
| -0.7% | -$3.64K | 0.21% | 65 |
|
|
2017
Q4 | $577K | Sell |
6,878
-695
| -9% | -$58.3K | 0.21% | 67 |
|
|
2017
Q3 | $650K | Buy |
7,573
+861
| +13% | +$73.9K | 0.25% | 61 |
|
|
2017
Q2 | $560K | Buy |
6,712
+160
| +2% | +$13.3K | 0.23% | 61 |
|
|
2017
Q1 | $487K | Buy |
6,552
+3,162
| +93% | +$235K | 0.21% | 61 |
|
|
2016
Q4 | $247K | Buy |
3,390
+160
| +5% | +$11.7K | 0.11% | 85 |
|
|
2016
Q3 | $255K | Buy |
+3,230
| New | +$255K | 0.11% | 78 |
|