Berman Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $41K | Sell |
504
-48
| -9% | -$3.91K | 0.01% | 755 |
|
|
2021
Q2 | $50K | Buy |
552
+33
| +6% | +$2.99K | 0.01% | 577 |
|
|
2021
Q1 | $44K | Buy |
519
+46
| +10% | +$3.9K | 0.01% | 525 |
|
|
2020
Q4 | $44K | Sell |
473
-12
| -2% | -$1.12K | 0.01% | 440 |
|
|
2020
Q3 | $42K | Sell |
485
-278
| -36% | -$24.1K | 0.01% | 389 |
|
|
2020
Q2 | $65K | Buy |
763
+21
| +3% | +$1.79K | 0.02% | 284 |
|
|
2020
Q1 | $59K | Buy |
742
+207
| +39% | +$16.5K | 0.02% | 265 |
|
|
2019
Q4 | $50K | Hold |
535
| – | – | 0.01% | 323 |
|
|
2019
Q3 | $46K | Sell |
535
-127
| -19% | -$10.9K | 0.01% | 320 |
|
|
2019
Q2 | $59K | Buy |
662
+227
| +52% | +$20.2K | 0.02% | 280 |
|
|
2019
Q1 | $37K | Sell |
435
-225
| -34% | -$19.1K | 0.01% | 323 |
|
|
2018
Q4 | $50K | Buy |
+660
| New | +$50K | 0.02% | 252 |
|