Avantax Planning Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,660
| Closed | -$232K | – | 300 |
|
|
2020
Q2 | $232K | Buy |
+2,660
| New | +$232K | 0.01% | 246 |
|
|
2018
Q4 | – | Sell |
-1,176
| Closed | -$91K | – | 897 |
|
|
2018
Q3 | $91K | Buy |
+1,176
| New | +$91K | 0.01% | 366 |
|
|
2018
Q2 | – | Sell |
-2,418
| Closed | -$172K | – | 1053 |
|
|
2018
Q1 | $172K | Buy |
+2,418
| New | +$172K | 0.01% | 320 |
|
|
2017
Q4 | – | Sell |
-2,899
| Closed | -$223K | – | 338 |
|
|
2017
Q3 | $223K | Sell |
2,899
-385
| -12% | -$29.6K | 0.02% | 342 |
|
|
2017
Q2 | $246K | Buy |
+3,284
| New | +$246K | 0.02% | 293 |
|
|
2017
Q1 | – | Sell |
-3,410
| Closed | -$223K | – | 339 |
|
|
2016
Q4 | $223K | Buy |
+3,410
| New | +$223K | 0.02% | 278 |
|