Davidson Investment 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 | – | Sell |
-201
| Closed | -$13K | – | 221 |
|
|
2016
Q4 | $13K | Sell |
201
-229
| -53% | -$14.8K | ﹤0.01% | 191 |
|
|
2016
Q3 | $30K | Buy |
430
+28
| +7% | +$1.95K | ﹤0.01% | 141 |
|
|
2016
Q2 | $28K | Buy |
402
+90
| +29% | +$6.27K | ﹤0.01% | 140 |
|
|
2016
Q1 | $20K | Buy |
312
+200
| +179% | +$12.8K | ﹤0.01% | 186 |
|
|
2015
Q4 | $8K | Hold |
112
| – | – | ﹤0.01% | 204 |
|
|
2015
Q3 | $9K | Sell |
112
-1,077
| -91% | -$86.5K | ﹤0.01% | 192 |
|
|
2015
Q2 | $103K | Buy |
1,189
+1,077
| +962% | +$93.3K | 0.02% | 146 |
|
|
2015
Q1 | $9K | Buy |
+112
| New | +$9K | ﹤0.01% | 176 |
|