Bruderman Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,192
| Closed | -$282K | – | 112 |
|
|
2019
Q3 | $282K | Buy |
3,192
+134
| +4% | +$11.8K | 0.07% | 105 |
|
|
2019
Q2 | $279K | Sell |
3,058
-1,563
| -34% | -$143K | 0.07% | 97 |
|
|
2019
Q1 | $398K | Sell |
4,621
-411
| -8% | -$35.4K | 0.09% | 100 |
|
|
2018
Q4 | $387K | Buy |
5,032
+1,060
| +27% | +$81.5K | 0.1% | 94 |
|
|
2018
Q3 | $307K | Sell |
3,972
-2,230
| -36% | -$172K | 0.07% | 98 |
|
|
2018
Q2 | $420K | Sell |
6,202
-3,438
| -36% | -$233K | 0.1% | 96 |
|
|
2018
Q1 | $698K | Sell |
9,640
-301
| -3% | -$21.8K | 0.17% | 86 |
|
|
2017
Q4 | $748K | Sell |
9,941
-1,496
| -13% | -$113K | 0.19% | 80 |
|
|
2017
Q3 | $880K | Sell |
11,437
-36,862
| -76% | -$2.84M | 0.23% | 74 |
|
|
2017
Q2 | $3.61M | Sell |
48,299
-40,502
| -46% | -$3.03M | 0.96% | 33 |
|
|
2017
Q1 | $5.91M | Sell |
88,801
-6,664
| -7% | -$444K | 1.71% | 20 |
|
|
2016
Q4 | $6.23M | Sell |
95,465
-2,992
| -3% | -$195K | 1.88% | 18 |
|
|
2016
Q3 | $6.97M | Sell |
98,457
-799
| -0.8% | -$56.5K | 2.08% | 14 |
|
|
2016
Q2 | $7.34M | Buy |
99,256
+88,735
| +843% | +$6.56M | 2.3% | 13 |
|
|
2016
Q1 | $683K | Buy |
10,521
+10,117
| +2,504% | +$657K | 0.24% | 73 |
|
|
2015
Q4 | $31K | Hold |
404
| – | – | 0.01% | 252 |
|
|
2015
Q3 | $33K | Buy |
404
+147
| +57% | +$12K | 0.01% | 241 |
|
|
2015
Q2 | $23K | Hold |
257
| – | – | 0.01% | 289 |
|
|
2015
Q1 | $23K | Buy |
+257
| New | +$23K | 0.01% | 284 |
|