Camarda Financial 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 | – | Sell |
-334
| Closed | -$30K | – | 334 |
|
|
2019
Q2 | $30K | Sell |
334
-81
| -20% | -$7.28K | 0.06% | 106 |
|
|
2019
Q1 | $36K | Buy |
+415
| New | +$36K | 0.07% | 96 |
|
|
2017
Q4 | – | Sell |
-384
| Closed | -$30K | – | 210 |
|
|
2017
Q3 | $30K | Hold |
384
| – | – | 0.03% | 123 |
|
|
2017
Q2 | $29K | Buy |
+384
| New | +$29K | 0.03% | 123 |
|
|
2016
Q4 | – | Sell |
-187
| Closed | -$13K | – | 277 |
|
|
2016
Q3 | $13K | Sell |
187
-158
| -46% | -$11K | 0.01% | 162 |
|
|
2016
Q2 | $25K | Buy |
345
+188
| +120% | +$13.6K | 0.02% | 162 |
|
|
2016
Q1 | $10K | Hold |
157
| – | – | 0.01% | 199 |
|
|
2015
Q4 | $12K | Hold |
157
| – | – | 0.01% | 199 |
|
|
2015
Q3 | $13K | Hold |
157
| – | – | 0.01% | 136 |
|
|
2015
Q2 | $14K | Hold |
157
| – | – | 0.01% | 176 |
|
|
2015
Q1 | $14K | Buy |
+157
| New | +$14K | 0.01% | 196 |
|