Crestwood Advisors Group’s Novavax NVAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,245
| Closed | -$25K | – | 244 |
|
|
2019
Q1 | $25K | Hold |
2,245
| – | – | ﹤0.01% | 176 |
|
|
2018
Q4 | $83K | Hold |
2,245
| – | – | 0.01% | 157 |
|
|
2018
Q3 | $84K | Hold |
2,245
| – | – | 0.01% | 168 |
|
|
2018
Q2 | $61K | Buy |
2,245
+495
| +28% | +$13.5K | ﹤0.01% | 170 |
|
|
2018
Q1 | $74K | Buy |
+1,750
| New | +$74K | 0.01% | 173 |
|