Edge Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,207
| Closed | -$195K | – | 480 |
|
|
2015
Q2 | $195K | Hold |
2,207
| – | – | 0.07% | 111 |
|
|
2015
Q1 | $196K | Hold |
2,207
| – | – | 0.07% | 101 |
|
|
2014
Q4 | $184K | Hold |
2,207
| – | – | 0.07% | 111 |
|
|
2014
Q3 | $186K | Hold |
2,207
| – | – | 0.07% | 99 |
|
|
2014
Q2 | $179K | Buy |
2,207
+150
| +7% | +$12.2K | 0.07% | 103 |
|
|
2014
Q1 | $157K | Hold |
2,057
| – | – | 0.07% | 103 |
|
|
2013
Q4 | $148K | Hold |
2,057
| – | – | 0.07% | 100 |
|
|
2013
Q3 | $141K | Hold |
2,057
| – | – | 0.09% | 83 |
|
|
2013
Q2 | $130K | Buy |
+2,057
| New | +$130K | 0.09% | 77 |
|