DPA
Delphi Private Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-93
| Closed | -$8K | – | 60 |
|
|
2018
Q3 | $8K | Hold |
93
| – | – | 0.03% | 59 |
|
|
2018
Q2 | $7K | Hold |
93
| – | – | 0.02% | 67 |
|
|
2018
Q1 | $8K | Sell |
93
-731
| -89% | -$62.9K | 0.03% | 64 |
|
|
2017
Q4 | $69K | Buy |
824
+709
| +617% | +$59.4K | 0.17% | 56 |
|
|
2017
Q3 | $10K | Hold |
115
| – | – | 0.03% | 66 |
|
|
2017
Q2 | $10K | Hold |
115
| – | – | 0.02% | 87 |
|
|
2017
Q1 | $9K | Hold |
115
| – | – | 0.02% | 71 |
|
|
2016
Q4 | $8K | Hold |
115
| – | – | 0.01% | 115 |
|
|
2016
Q3 | $9K | Hold |
115
| – | – | 0.02% | 121 |
|
|
2016
Q2 | $9K | Hold |
115
| – | – | 0.02% | 150 |
|
|
2016
Q1 | $8K | Hold |
115
| – | – | 0.01% | 162 |
|
|
2015
Q4 | $10K | Buy |
+115
| New | +$10K | 0.02% | 160 |
|