Elite Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,004
| Closed | -$85K | – | 351 |
|
|
2014
Q3 | $85K | Sell |
1,004
-558
| -36% | -$47.2K | 0.08% | 92 |
|
|
2014
Q2 | $127K | Hold |
1,562
| – | – | 0.13% | 69 |
|
|
2014
Q1 | $119K | Sell |
1,562
-92
| -6% | -$7.01K | 0.1% | 77 |
|
|
2013
Q4 | $119K | Sell |
1,654
-455
| -22% | -$32.7K | 0.09% | 96 |
|
|
2013
Q3 | $145K | Buy |
2,109
+558
| +36% | +$38.4K | 0.13% | 90 |
|
|
2013
Q2 | $98K | Buy |
+1,551
| New | +$98K | 0.14% | 72 |
|