Baldwin Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,142
| Closed | -$202K | – | 248 |
|
|
2020
Q4 | $202K | Buy |
+2,142
| New | +$202K | 0.04% | 233 |
|
|
2020
Q1 | – | Sell |
-2,142
| Closed | -$203K | – | 155 |
|
|
2019
Q4 | $203K | Buy |
+2,142
| New | +$203K | 0.05% | 166 |
|
|
2019
Q2 | – | Sell |
-2,328
| Closed | -$201K | – | 167 |
|
|
2019
Q1 | $201K | Buy |
+2,328
| New | +$201K | 0.06% | 163 |
|
|
2015
Q3 | – | Sell |
-2,272
| Closed | -$200K | – | 131 |
|
|
2015
Q2 | $200K | Hold |
2,272
| – | – | 0.08% | 129 |
|
|
2015
Q1 | $201K | Buy |
+2,272
| New | +$201K | 0.08% | 130 |
|