Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-90
| Closed | -$6K | – | 267 |
|
|
2018
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 347 |
|
|
2018
Q1 | $7K | Hold |
90
| – | – | ﹤0.01% | 344 |
|
|
2017
Q4 | $8K | Buy |
90
+23
| +34% | +$2.04K | 0.02% | 191 |
|
|
2017
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 331 |
|
|
2017
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 314 |
|
|
2017
Q1 | $5K | Sell |
67
-36
| -35% | -$2.69K | ﹤0.01% | 347 |
|
|
2016
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 356 |
|
|
2016
Q3 | $7K | Sell |
103
-111
| -52% | -$7.54K | ﹤0.01% | 326 |
|
|
2016
Q2 | $15K | Sell |
214
-211
| -50% | -$14.8K | 0.01% | 245 |
|
|
2016
Q1 | $27K | Buy |
425
+278
| +189% | +$17.7K | 0.01% | 182 |
|
|
2015
Q4 | $11K | Buy |
+147
| New | +$11K | 0.01% | 245 |
|