Benson Investment Management Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-40,725
| Closed | -$3.54M | – | 59 |
|
|
2020
Q3 | $3.54M | Buy |
40,725
+105
| +0.3% | +$9.13K | 2.27% | 29 |
|
|
2020
Q2 | $3.55M | Buy |
40,620
+115
| +0.3% | +$10K | 2.45% | 19 |
|
|
2020
Q1 | $3.34M | Buy |
40,505
+645
| +2% | +$53.2K | 2.68% | 14 |
|
|
2019
Q4 | $3.77M | Hold |
39,860
| – | – | 2.43% | 21 |
|
|
2019
Q3 | $3.46M | Sell |
39,860
-1,250
| -3% | -$109K | 2.49% | 19 |
|
|
2019
Q2 | $3.75M | Buy |
41,110
+3,300
| +9% | +$301K | 2.83% | 11 |
|
|
2019
Q1 | $3.26M | Buy |
+37,810
| New | +$3.26M | 2.52% | 18 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 79 |
|
|
2018
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 81 |
|
|
2017
Q4 | – | Sell |
-11
| Closed | -$1K | – | 77 |
|
|
2017
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 86 |
|
|
2017
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 89 |
|
|
2017
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 90 |
|