CWA
Cypress Wealth Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,690
| Closed | -$720K | – | 146 |
|
|
2017
Q1 | $720K | Buy |
9,690
+210
| +2% | +$15.6K | 0.33% | 71 |
|
|
2016
Q4 | $691K | Sell |
9,480
-25
| -0.3% | -$1.82K | 0.32% | 73 |
|
|
2016
Q3 | $751K | Buy |
9,505
+102
| +1% | +$8.06K | 0.34% | 65 |
|
|
2016
Q2 | $776K | Sell |
9,403
-1,486
| -14% | -$123K | 0.38% | 60 |
|
|
2016
Q1 | $789K | Sell |
10,889
-849
| -7% | -$61.5K | 0.36% | 55 |
|
|
2015
Q4 | $1.01M | Sell |
11,738
-4
| -0% | -$344 | 0.51% | 44 |
|
|
2015
Q3 | $1.08M | Buy |
+11,742
| New | +$1.08M | 0.58% | 38 |
|