Dougherty Wealth Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-614
| Closed | -$53K | – | 149 |
|
|
2020
Q3 | $53K | Hold |
614
| – | – | 0.18% | 92 |
|
|
2020
Q2 | $54K | Hold |
614
| – | – | 0.2% | 91 |
|
|
2020
Q1 | $51K | Hold |
614
| – | – | 0.2% | 91 |
|
|
2019
Q4 | $58K | Hold |
614
| – | – | 0.18% | 96 |
|
|
2019
Q3 | $53K | Sell |
614
-280
| -31% | -$24.2K | 0.17% | 100 |
|
|
2019
Q2 | $82K | Buy |
894
+209
| +31% | +$19.2K | 0.23% | 85 |
|
|
2019
Q1 | $59K | Hold |
685
| – | – | 0.2% | 92 |
|
|
2018
Q4 | $54K | Buy |
+685
| New | +$54K | 0.18% | 99 |
|