Brooktree Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,542
| Closed | -$232K | – | 43 |
|
|
2021
Q2 | $232K | Hold |
2,542
| – | – | 0.15% | 40 |
|
|
2021
Q1 | $217K | Sell |
2,542
-5,327
| -68% | -$455K | 0.15% | 42 |
|
|
2020
Q4 | $743K | Sell |
7,869
-420
| -5% | -$39.7K | 0.55% | 34 |
|
|
2020
Q3 | $720K | Sell |
8,289
-50
| -0.6% | -$4.34K | 0.61% | 33 |
|
|
2020
Q2 | $728K | Sell |
8,339
-1,190
| -12% | -$104K | 0.68% | 32 |
|
|
2020
Q1 | $786K | Sell |
9,529
-185
| -2% | -$15.3K | 0.91% | 27 |
|
|
2019
Q4 | $920K | Buy |
+9,714
| New | +$920K | 0.84% | 31 |
|