Counsel Portfolio Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $6.44M | Hold |
87,036
| – | – | 0.64% | 42 |
|
|
2016
Q1 | $5.65M | Sell |
87,036
-36,731
| -30% | -$2.38M | 0.74% | 36 |
|
|
2015
Q4 | $9.54M | Buy |
123,767
+9,251
| +8% | +$713K | 1% | 14 |
|
|
2015
Q3 | $9.43M | Buy |
114,516
+12,834
| +13% | +$1.06M | 1.02% | 14 |
|
|
2015
Q2 | $8.96M | Buy |
101,682
+7,923
| +8% | +$698K | 0.91% | 16 |
|
|
2015
Q1 | $8.29M | Buy |
93,759
+43,539
| +87% | +$3.85M | 0.83% | 21 |
|
|
2014
Q4 | $4.17M | Sell |
50,220
-2,232
| -4% | -$185K | 0.42% | 73 |
|
|
2014
Q3 | $4.42M | Buy |
52,452
+7,812
| +18% | +$659K | 0.46% | 71 |
|
|
2014
Q2 | $3.62M | Sell |
44,640
-6,919
| -13% | -$561K | 0.34% | 91 |
|
|
2014
Q1 | $3.93M | Hold |
51,559
| – | – | 0.39% | 83 |
|
|
2013
Q4 | $3.71M | Buy |
51,559
+19,976
| +63% | +$1.44M | 0.38% | 81 |
|
|
2013
Q3 | $2.17K | Buy |
31,583
+3,324
| +12% | +$228 | 0.11% | 119 |
|
|
2013
Q2 | $1.79M | Buy |
+28,259
| New | +$1.79M | 0.22% | 131 |
|