Beacon Pointe Wealth Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$926K Buy
9,768
+1,045
+12% +$99.1K 0.17% 110
2019
Q3
$757K Sell
8,723
-1,103
-11% -$95.7K 0.16% 117
2019
Q2
$896K Sell
9,826
-1,558
-14% -$142K 0.19% 107
2019
Q1
$981K Sell
11,384
-624
-5% -$53.8K 0.22% 95
2018
Q4
$923K Buy
+12,008
New +$923K 0.33% 75