Ferris Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-826
| Closed | -$71K | – | 474 |
|
|
2019
Q1 | $71K | Hold |
826
| – | – | 0.03% | 232 |
|
|
2018
Q4 | $63K | Hold |
826
| – | – | 0.03% | 225 |
|
|
2018
Q3 | $64K | Hold |
826
| – | – | 0.03% | 239 |
|
|
2018
Q2 | $56K | Sell |
826
-6,726
| -89% | -$456K | 0.02% | 250 |
|
|
2018
Q1 | $547K | Sell |
7,552
-3,318
| -31% | -$240K | 0.22% | 90 |
|
|
2017
Q4 | $818K | Hold |
10,870
| – | – | 0.29% | 80 |
|
|
2017
Q3 | $836K | Sell |
10,870
-498
| -4% | -$38.3K | 0.41% | 54 |
|
|
2017
Q2 | $850K | Buy |
+11,368
| New | +$850K | 0.4% | 50 |
|