Burt Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-443
| Closed | -$42K | – | 271 |
|
|
2020
Q4 | $42K | Hold |
443
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $39K | Buy |
443
+18
| +4% | +$1.56K | 0.01% | 191 |
|
|
2020
Q2 | $37K | Hold |
425
| – | – | 0.02% | 192 |
|
|
2020
Q1 | $35K | Hold |
425
| – | – | 0.02% | 192 |
|
|
2019
Q4 | $40K | Hold |
425
| – | – | 0.02% | 188 |
|
|
2019
Q3 | $37K | Hold |
425
| – | – | 0.02% | 193 |
|
|
2019
Q2 | $39K | Sell |
425
-49
| -10% | -$4.15K | 0.02% | 186 |
|
|
2019
Q1 | $41K | Hold |
474
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $36K | Hold |
474
| – | – | 0.02% | 191 |
|
|
2018
Q3 | $37K | Hold |
474
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $32K | Hold |
474
| – | – | 0.02% | 209 |
|
|
2018
Q1 | $34K | Hold |
474
| – | – | 0.02% | 211 |
|
|
2017
Q4 | $36K | Hold |
474
| – | – | 0.02% | 204 |
|
|
2017
Q3 | $36K | Buy |
474
+334
| +239% | +$25.2K | 0.02% | 200 |
|
|
2017
Q2 | $10K | Hold |
140
| – | – | 0.01% | 293 |
|
|
2017
Q1 | $9K | Hold |
140
| – | – | 0.01% | 266 |
|
|
2016
Q4 | $9K | Hold |
140
| – | – | 0.01% | 286 |
|
|
2016
Q3 | $9K | Hold |
140
| – | – | 0.01% | 274 |
|
|
2016
Q2 | $10K | Sell |
140
-16
| -10% | -$1.1K | 0.01% | 263 |
|
|
2016
Q1 | $10K | Sell |
156
-18
| -10% | -$1.23K | 0.01% | 323 |
|
|
2015
Q4 | $13K | Buy |
174
+34
| +24% | +$2.7K | 0.01% | 249 |
|
|
2015
Q3 | $11K | Hold |
140
| – | – | 0.01% | 241 |
|
|
2015
Q2 | $12K | Hold |
140
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $12K | Hold |
140
| – | – | 0.01% | 227 |
|
|
2014
Q4 | $12K | Buy |
+140
| New | +$11.6K | 0.01% | 219 |
|
Other funds holding NVS
