Boston Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $278K | Sell |
3,194
-5,507
| -63% | -$479K | 0.01% | 528 |
|
|
2019
Q2 | $794K | Sell |
8,701
-2,278
| -21% | -$208K | 0.04% | 410 |
|
|
2019
Q1 | $946K | Buy |
10,979
+2
| +0% | +$172 | 0.05% | 353 |
|
|
2018
Q4 | $844K | Sell |
10,977
-1,480
| -12% | -$114K | 0.05% | 348 |
|
|
2018
Q3 | $962K | Buy |
12,457
+2
| +0% | +$154 | 0.04% | 385 |
|
|
2018
Q2 | $843K | Sell |
12,455
-498
| -4% | -$33.7K | 0.02% | 414 |
|
|
2018
Q1 | $938K | Buy |
12,953
+4,691
| +57% | +$340K | 0.02% | 382 |
|
|
2017
Q4 | $622K | Buy |
8,262
+1,122
| +16% | +$84.5K | 0.01% | 463 |
|
|
2017
Q3 | $549K | Buy |
7,140
+4,263
| +148% | +$328K | 0.01% | 473 |
|
|
2017
Q2 | $215K | Buy |
+2,877
| New | +$215K | 0.01% | 622 |
|
|
2016
Q1 | – | Sell |
-2,913
| Closed | -$225K | – | 679 |
|
|
2015
Q4 | $225K | Buy |
2,913
+221
| +8% | +$17.1K | 0.01% | 617 |
|
|
2015
Q3 | $222K | Hold |
2,692
| – | – | 0.01% | 719 |
|
|
2015
Q2 | $237K | Buy |
2,692
+269
| +11% | +$23.7K | 0.01% | 626 |
|
|
2015
Q1 | $214K | Sell |
2,423
-254
| -9% | -$22.4K | 0.01% | 630 |
|
|
2014
Q4 | $222K | Buy |
+2,677
| New | +$222K | 0.01% | 550 |
|