Boulegeris Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,444
| Closed | -$225K | – | 54 |
|
|
2016
Q4 | $225K | Sell |
3,444
-13,954
| -80% | -$912K | 0.14% | 48 |
|
|
2016
Q3 | $1.23M | Sell |
17,398
-12,947
| -43% | -$916K | 0.78% | 28 |
|
|
2016
Q2 | $2.24M | Sell |
30,345
-29,663
| -49% | -$2.19M | 1.53% | 16 |
|
|
2016
Q1 | $3.9M | Sell |
60,008
-7,204
| -11% | -$468K | 2.74% | 11 |
|
|
2015
Q4 | $5.18M | Sell |
67,212
-1,223
| -2% | -$94.3K | 3.76% | 10 |
|
|
2015
Q3 | $5.64M | Sell |
68,435
-3,583
| -5% | -$295K | 4.31% | 10 |
|
|
2015
Q2 | $6.35M | Buy |
72,018
+1,411
| +2% | +$124K | 4.55% | 8 |
|
|
2015
Q1 | $6.24M | Buy |
70,607
+4,670
| +7% | +$413K | 4.6% | 9 |
|
|
2014
Q4 | $5.48M | Buy |
65,937
+6,172
| +10% | +$512K | 4.36% | 9 |
|
|
2014
Q3 | $5.04M | Buy |
+59,765
| New | +$5.04M | 4.11% | 11 |
|