BCA
Benchmark Capital Advisors’s Novartis NVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-13,300
| Closed | -$1.08M | – | 136 |
|
2018
Q1 | $1.08M | Sell |
13,300
-200
| -1% | -$16.2K | 0.85% | 40 |
|
2017
Q4 | $1.13M | Sell |
13,500
-3,600
| -21% | -$302K | 0.88% | 37 |
|
2017
Q3 | $1.47M | Buy |
17,100
+500
| +3% | +$42.9K | 1.14% | 26 |
|
2017
Q2 | $1.39M | Buy |
+16,600
| New | +$1.39M | 1.09% | 28 |
|