Founders Capital Management (Texas)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-13,667
| Closed | -$925K | – | 314 |
|
|
2018
Q2 | $925K | Sell |
13,667
-23,965
| -64% | -$1.62M | 0.81% | 36 |
|
|
2018
Q1 | $2.73M | Hold |
37,632
| – | – | 2.3% | 11 |
|
|
2017
Q4 | $2.83M | Buy |
37,632
+67
| +0.2% | +$5.04K | 2.35% | 10 |
|
|
2017
Q3 | $2.89M | Buy |
37,565
+1,658
| +5% | +$128K | 2.4% | 10 |
|
|
2017
Q2 | $2.69M | Sell |
35,907
-3,510
| -9% | -$263K | 2.38% | 10 |
|
|
2017
Q1 | $2.62M | Buy |
+39,417
| New | +$2.62M | 2.36% | 10 |
|