Avestar Capital’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 |
-2,418
| Closed | -$211K | – | 245 |
|
|
2020
Q2 | $211K | Sell |
2,418
-693
| -22% | -$60.5K | 0.09% | 167 |
|
|
2020
Q1 | $256K | Sell |
3,111
-60
| -2% | -$4.94K | 0.14% | 129 |
|
|
2019
Q4 | $300K | Buy |
3,171
+180
| +6% | +$17K | 0.17% | 114 |
|
|
2019
Q3 | $260K | Buy |
2,991
+2,755
| +1,167% | +$239K | 0.16% | 117 |
|
|
2019
Q2 | $20K | Sell |
236
-27
| -10% | -$2.29K | 0.01% | 394 |
|
|
2019
Q1 | $20K | Hold |
263
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $18K | Hold |
263
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $18K | Buy |
263
+15
| +6% | +$1.03K | 0.01% | 379 |
|
|
2018
Q2 | $14K | Buy |
248
+138
| +125% | +$7.79K | 0.01% | 414 |
|
|
2018
Q1 | $8K | Sell |
110
-47
| -30% | -$3.42K | 0.01% | 467 |
|
|
2017
Q4 | $10K | Buy |
+157
| New | +$10K | 0.01% | 447 |
|