Bank of the West’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,448
| Closed | -$250K | – | 304 |
|
|
2018
Q1 | $250K | Buy |
+3,448
| New | +$250K | 0.03% | 276 |
|
|
2016
Q1 | – | Sell |
-6,118
| Closed | -$472K | – | 286 |
|
|
2015
Q4 | $472K | Buy |
6,118
+820
| +15% | +$63.3K | 0.07% | 202 |
|
|
2015
Q3 | $436K | Sell |
5,298
-89
| -2% | -$7.32K | 0.07% | 200 |
|
|
2015
Q2 | $475K | Buy |
5,387
+45
| +0.8% | +$3.97K | 0.07% | 196 |
|
|
2015
Q1 | $472K | Buy |
5,342
+78
| +1% | +$6.89K | 0.07% | 195 |
|
|
2014
Q4 | $437K | Buy |
+5,264
| New | +$437K | 0.06% | 210 |
|