ERTS Wealth Advisors’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 |
-2,331
| Closed | -$203K | – | 80 |
|
|
2020
Q3 | $203K | Sell |
2,331
-1,337
| -36% | -$116K | 0.08% | 72 |
|
|
2020
Q2 | $320K | Sell |
3,668
-339
| -8% | -$29.6K | 0.13% | 62 |
|
|
2020
Q1 | $330K | Buy |
4,007
+10
| +0.3% | +$824 | 0.16% | 63 |
|
|
2019
Q4 | $378K | Sell |
3,997
-640
| -14% | -$60.5K | 0.17% | 56 |
|
|
2019
Q3 | $403K | Sell |
4,637
-1,841
| -28% | -$160K | 0.2% | 46 |
|
|
2019
Q2 | $592K | Sell |
6,478
-751
| -10% | -$68.6K | 0.33% | 40 |
|
|
2019
Q1 | $623K | Sell |
7,229
-268
| -4% | -$23.1K | 0.37% | 37 |
|
|
2018
Q4 | $576K | Buy |
+7,497
| New | +$576K | 0.41% | 37 |
|