Blackhawk Capital Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-3,399
| Closed | -$296K | – | 97 |
|
2020
Q4 | $296K | Buy |
3,399
+134
| +4% | +$11.7K | 0.25% | 72 |
|
2020
Q3 | $285K | Sell |
3,265
-1,860
| -36% | -$162K | 0.26% | 71 |
|
2020
Q2 | $423K | Buy |
+5,125
| New | +$423K | 0.5% | 53 |
|
2019
Q2 | – | Sell |
-2,764
| Closed | -$238K | – | 110 |
|
2019
Q1 | $238K | Sell |
2,764
-856
| -24% | -$73.7K | 0.25% | 78 |
|
2018
Q4 | $278K | Buy |
+3,620
| New | +$278K | 0.35% | 58 |
|
2018
Q3 | – | Sell |
-2,226
| Closed | -$151K | – | 206 |
|
2018
Q2 | $151K | Hold |
2,226
| – | – | 0.17% | 100 |
|
2018
Q1 | $161K | Sell |
2,226
-252
| -10% | -$18.2K | 0.14% | 109 |
|
2017
Q4 | $186K | Buy |
+2,478
| New | +$186K | 0.16% | 95 |
|