Crow Point Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,974
| Closed | -$132K | – | 264 |
|
|
2017
Q1 | $132K | Buy |
1,974
+1,128
| +133% | +$75.4K | 0.02% | 162 |
|
|
2016
Q4 | $55K | Sell |
846
-221
| -21% | -$14.4K | 0.01% | 195 |
|
|
2016
Q3 | $76K | Buy |
+1,067
| New | +$76K | 0.01% | 225 |
|
|
2015
Q3 | $113K | Sell |
1,366
-872
| -39% | -$72.1K | 0.02% | 200 |
|
|
2015
Q2 | $197K | Buy |
2,238
+480
| +27% | +$42.3K | 0.03% | 176 |
|
|
2015
Q1 | $155K | Buy |
+1,758
| New | +$155K | 0.02% | 171 |
|
|
2014
Q3 | $148K | Sell |
1,752
-4,632
| -73% | -$391K | 0.02% | 195 |
|
|
2014
Q2 | $486K | Hold |
6,384
| – | – | 0.06% | 126 |
|
|
2014
Q1 | $486K | Buy |
+6,384
| New | +$486K | 0.06% | 126 |
|