Atherton Lane Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,399
| Closed | -$211K | – | 233 |
|
|
2015
Q2 | $211K | Hold |
2,399
| – | – | 0.01% | 223 |
|
|
2015
Q1 | $212K | Sell |
2,399
-335
| -12% | -$29.6K | 0.01% | 248 |
|
|
2014
Q4 | $227K | Hold |
2,734
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $231K | Hold |
2,734
| – | – | 0.01% | 239 |
|
|
2014
Q2 | $222K | Hold |
2,734
| – | – | 0.01% | 253 |
|
|
2014
Q1 | $208K | Buy |
+2,734
| New | +$208K | 0.01% | 155 |
|