Destination Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-531
| Closed | -$48K | – | 384 |
|
|
2019
Q2 | $48K | Sell |
531
-475
| -47% | -$42.9K | ﹤0.01% | 280 |
|
|
2019
Q1 | $87K | Sell |
1,006
-95
| -9% | -$8.22K | ﹤0.01% | 198 |
|
|
2018
Q4 | $85K | Buy |
1,101
+300
| +37% | +$23.2K | 0.01% | 197 |
|
|
2018
Q3 | $62K | Buy |
801
+131
| +20% | +$10.1K | ﹤0.01% | 260 |
|
|
2018
Q2 | $45K | Sell |
670
-13
| -2% | -$873 | ﹤0.01% | 266 |
|
|
2018
Q1 | $49K | Buy |
+683
| New | +$49K | ﹤0.01% | 257 |
|