AAM
Autus Asset Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,373
| Closed | -$319K | – | 149 |
|
|
2019
Q4 | $319K | Sell |
3,373
-104
| -3% | -$9.84K | 0.05% | 130 |
|
|
2019
Q3 | $302K | Buy |
3,477
+93
| +3% | +$8.08K | 0.05% | 133 |
|
|
2019
Q2 | $309K | Buy |
3,384
+9
| +0.3% | +$822 | 0.05% | 128 |
|
|
2019
Q1 | $324K | Buy |
+3,375
| New | +$324K | 0.05% | 130 |
|
|
2016
Q1 | – | Sell |
-4,917
| Closed | -$423K | – | 163 |
|
|
2015
Q4 | $423K | Sell |
4,917
-560
| -10% | -$48.2K | 0.11% | 122 |
|
|
2015
Q3 | $503K | Sell |
5,477
-1,150
| -17% | -$106K | 0.15% | 93 |
|
|
2015
Q2 | $652K | Buy |
6,627
+210
| +3% | +$20.7K | 0.18% | 88 |
|
|
2015
Q1 | $633K | Buy |
+6,417
| New | +$633K | 0.18% | 86 |
|