Columbia 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
Q2 | – | Sell |
-1,626
| Closed | -$140K | – | 197 |
|
|
2019
Q1 | $140K | Hold |
1,626
| – | – | 0.04% | 191 |
|
|
2018
Q4 | $125K | Hold |
1,626
| – | – | 0.04% | 190 |
|
|
2018
Q3 | $126K | Buy |
+1,626
| New | +$126K | 0.03% | 206 |
|
|
2017
Q1 | – | Sell |
-1,617
| Closed | -$106K | – | 194 |
|
|
2016
Q4 | $106K | Buy |
+1,617
| New | +$106K | 0.04% | 209 |
|