Barnett & Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-402
| Closed | -$37K | – | 235 |
|
|
2021
Q2 | $37K | Hold |
402
| – | – | 0.02% | 157 |
|
|
2021
Q1 | $34K | Hold |
402
| – | – | 0.02% | 185 |
|
|
2020
Q4 | $37K | Hold |
402
| – | – | 0.02% | 176 |
|
|
2020
Q3 | $35K | Hold |
402
| – | – | 0.03% | 165 |
|
|
2020
Q2 | $35K | Hold |
402
| – | – | 0.03% | 148 |
|
|
2020
Q1 | $33K | Sell |
402
-24
| -6% | -$1.97K | 0.03% | 151 |
|
|
2019
Q4 | $40K | Buy |
426
+402
| +1,675% | +$37.7K | 0.02% | 184 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 317 |
|
|
2019
Q1 | – | Sell |
-662
| Closed | -$51K | – | 323 |
|
|
2018
Q4 | $51K | Hold |
662
| – | – | 0.03% | 170 |
|
|
2018
Q3 | $51K | Buy |
+662
| New | +$51K | 0.02% | 182 |
|