CIM Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,348
| Closed | -$250K | – | 345 |
|
|
2017
Q2 | $250K | Hold |
3,348
| – | – | 0.09% | 313 |
|
|
2017
Q1 | $223K | Hold |
3,348
| – | – | 0.08% | 326 |
|
|
2016
Q4 | $219K | Hold |
3,348
| – | – | 0.08% | 318 |
|
|
2016
Q3 | $237K | Buy |
+3,348
| New | +$237K | 0.09% | 301 |
|
|
2014
Q2 | – | Sell |
-5,347
| Closed | -$407K | – | 203 |
|
|
2014
Q1 | $407K | Buy |
+5,347
| New | +$407K | 0.19% | 138 |
|