Exchange Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-725
| Closed | -$56K | – | 220 |
|
|
2018
Q3 | $56K | Hold |
725
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $49K | Buy |
725
+669
| +1,195% | +$45.2K | 0.01% | 164 |
|
|
2018
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 225 |
|
|
2017
Q1 | – | Sell |
-145
| Closed | -$9K | – | 225 |
|
|
2016
Q4 | $9K | Hold |
145
| – | – | ﹤0.01% | 157 |
|
|
2016
Q3 | $10K | Sell |
145
-22
| -13% | -$1.52K | ﹤0.01% | 170 |
|
|
2016
Q2 | $12K | Buy |
+167
| New | +$12K | ﹤0.01% | 154 |
|
|
2015
Q1 | – | Sell |
-215
| Closed | -$18K | – | 250 |
|
|
2014
Q4 | $18K | Buy |
215
+48
| +29% | +$4.02K | 0.01% | 143 |
|
|
2014
Q3 | $14K | Hold |
167
| – | – | 0.01% | 150 |
|
|
2014
Q2 | $14K | Hold |
167
| – | – | 0.01% | 156 |
|
|
2014
Q1 | $13K | Buy |
+167
| New | +$13K | 0.01% | 168 |
|