Elefante Mark B’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $856K | Buy |
9,805
+1,140
| +13% | +$99.5K | 2.89% | 13 |
|
|
2020
Q1 | $715K | Buy |
8,665
+390
| +5% | +$32.2K | 3.12% | 12 |
|
|
2019
Q4 | $783K | Sell |
8,275
-195
| -2% | -$18.5K | 2.84% | 12 |
|
|
2019
Q3 | $736K | Sell |
8,470
-274
| -3% | -$23.8K | 2.89% | 14 |
|
|
2019
Q2 | $799K | Sell |
8,744
-680
| -7% | -$62.1K | 3.1% | 11 |
|
|
2019
Q1 | $811K | Sell |
9,424
-1,518
| -14% | -$131K | 3.54% | 8 |
|
|
2018
Q4 | $841K | Buy |
10,942
+267
| +3% | +$20.5K | 4.02% | 8 |
|
|
2018
Q3 | $824K | Buy |
10,675
+1,201
| +13% | +$92.7K | 3.3% | 11 |
|
|
2018
Q2 | $641K | Buy |
9,474
+151
| +2% | +$10.2K | 3.06% | 13 |
|
|
2018
Q1 | $676K | Sell |
9,323
-123
| -1% | -$8.92K | 3.39% | 12 |
|
|
2017
Q4 | $710K | Buy |
9,446
+2,489
| +36% | +$187K | 3.38% | 13 |
|
|
2017
Q3 | $536K | Buy |
6,957
+240
| +4% | +$18.5K | 3.91% | 9 |
|
|
2017
Q2 | $502K | Buy |
6,717
+446
| +7% | +$33.3K | 4.06% | 10 |
|
|
2017
Q1 | $417K | Buy |
6,271
+1,161
| +23% | +$77.2K | 3.78% | 12 |
|
|
2016
Q4 | $333K | Buy |
5,110
+858
| +20% | +$55.9K | 4.02% | 13 |
|
|
2016
Q3 | $300K | Hold |
4,252
| – | – | 4.84% | 11 |
|
|
2016
Q2 | $314K | Buy |
4,252
+246
| +6% | +$18.2K | 4.73% | 11 |
|
|
2016
Q1 | $259K | Buy |
4,006
+864
| +27% | +$55.9K | 4.13% | 13 |
|
|
2015
Q4 | $243K | Buy |
+3,142
| New | +$243K | 6.53% | 10 |
|