CT Financial Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $501K | Hold |
7,524
| – | – | 0.31% | 88 |
|
|
2016
Q4 | $491K | Sell |
7,524
-1,392
| -16% | -$90.9K | 0.31% | 83 |
|
|
2016
Q3 | $631K | Sell |
8,916
-413
| -4% | -$29.2K | 0.39% | 66 |
|
|
2016
Q2 | $690K | Sell |
9,329
-1,620
| -15% | -$120K | 0.42% | 59 |
|
|
2016
Q1 | $711K | Sell |
10,949
-736
| -6% | -$47.8K | 0.4% | 62 |
|
|
2015
Q4 | $901K | Hold |
11,685
| – | – | 0.52% | 53 |
|
|
2015
Q3 | $962K | Hold |
11,685
| – | – | 0.6% | 47 |
|
|
2015
Q2 | $1.03M | Buy |
11,685
+15
| +0.1% | +$1.32K | 0.58% | 48 |
|
|
2015
Q1 | $1.03M | Sell |
11,670
-529
| -4% | -$46.7K | 0.57% | 49 |
|
|
2014
Q4 | $1.01M | Buy |
+12,199
| New | +$1.01M | 0.77% | 35 |
|
|
2014
Q1 | $1.03M | Buy |
+11,670
| New | +$1.03M | 0.57% | 49 |
|