Ausdal Financial Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,868
| Closed | -$530K | – | 350 |
|
|
2018
Q3 | $530K | Buy |
6,868
+2,181
| +47% | +$168K | 0.15% | 181 |
|
|
2018
Q2 | $317K | Buy |
4,687
+410
| +10% | +$27.7K | 0.1% | 266 |
|
|
2018
Q1 | $310K | Buy |
4,277
+757
| +22% | +$54.9K | 0.11% | 243 |
|
|
2017
Q4 | $265K | Buy |
3,520
+394
| +13% | +$29.7K | 0.1% | 278 |
|
|
2017
Q3 | $240K | Buy |
+3,126
| New | +$240K | 0.1% | 273 |
|
|
2016
Q1 | – | Sell |
-179
| Closed | -$14K | – | 761 |
|
|
2015
Q4 | $14K | Buy |
+179
| New | +$14K | 0.01% | 821 |
|