Baltimore-Washington Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-391
| Closed | -$35K | – | 261 |
|
|
2015
Q1 | $35K | Buy |
391
+335
| +598% | +$30K | 0.01% | 154 |
|
|
2014
Q4 | $5K | Hold |
56
| – | – | ﹤0.01% | 229 |
|
|
2014
Q3 | $5K | Sell |
56
-642
| -92% | -$57.3K | ﹤0.01% | 244 |
|
|
2014
Q2 | $57K | Buy |
+698
| New | +$57K | 0.02% | 148 |
|
|
2014
Q1 | – | Sell |
-698
| Closed | -$50K | – | 274 |
|
|
2013
Q4 | $50K | Hold |
698
| – | – | 0.02% | 162 |
|
|
2013
Q3 | $48K | Buy |
+698
| New | +$48K | 0.02% | 121 |
|