Clear Perspective Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $498K | Sell |
5,693
-109
| -2% | -$9.54K | 0.15% | 101 |
|
|
2021
Q3 | $474K | Sell |
5,802
-290
| -5% | -$23.7K | 0.16% | 92 |
|
|
2021
Q2 | $556K | Sell |
6,092
-238
| -4% | -$21.7K | 0.19% | 81 |
|
|
2021
Q1 | $541K | Sell |
6,330
-487
| -7% | -$41.6K | 0.21% | 80 |
|
|
2020
Q4 | $644K | Sell |
6,817
-312
| -4% | -$29.5K | 0.26% | 70 |
|
|
2020
Q3 | $513 | Sell |
7,129
-122
| -2% | -$9 | 0.24% | 76 |
|
|
2020
Q2 | $633K | Sell |
7,251
-531
| -7% | -$46.4K | 0.35% | 52 |
|
|
2020
Q1 | $642K | Sell |
7,782
-720
| -8% | -$59.4K | 0.43% | 46 |
|
|
2019
Q4 | $805K | Sell |
8,502
-200
| -2% | -$18.9K | 0.5% | 50 |
|
|
2019
Q3 | $756K | Buy |
8,702
+220
| +3% | +$19.1K | 0.34% | 66 |
|
|
2019
Q2 | $774K | Sell |
8,482
-1,281
| -13% | -$117K | 0.5% | 50 |
|
|
2019
Q1 | $701K | Sell |
9,763
-279
| -3% | -$20K | 0.5% | 53 |
|
|
2018
Q4 | $772K | Buy |
10,042
+223
| +2% | +$17.1K | 0.64% | 41 |
|
|
2018
Q3 | $758K | Sell |
9,819
-205
| -2% | -$15.8K | 0.56% | 51 |
|
|
2018
Q2 | $679K | Sell |
10,024
-184
| -2% | -$12.5K | 0.47% | 57 |
|
|
2018
Q1 | $740K | Sell |
10,208
-1,518
| -13% | -$110K | 0.55% | 45 |
|
|
2017
Q4 | $882K | Sell |
11,726
-317
| -3% | -$23.8K | 0.67% | 34 |
|
|
2017
Q3 | $926K | Sell |
12,043
-206
| -2% | -$15.8K | 0.76% | 33 |
|
|
2017
Q2 | $916K | Sell |
12,249
-391
| -3% | -$29.2K | 0.77% | 38 |
|
|
2017
Q1 | $841K | Sell |
12,640
-10
| -0.1% | -$665 | 0.56% | 46 |
|
|
2016
Q4 | $826K | Buy |
+12,650
| New | +$826K | 0.55% | 41 |
|