Girard Partners’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 |
-2,522
| Closed | -$217K | – | 239 |
|
|
2019
Q1 | $217K | Sell |
2,522
-83
| -3% | -$7.14K | 0.04% | 229 |
|
|
2018
Q4 | $200K | Sell |
2,605
-15
| -0.6% | -$1.15K | 0.04% | 232 |
|
|
2018
Q3 | $202K | Buy |
+2,620
| New | +$202K | 0.04% | 244 |
|
|
2018
Q2 | – | Sell |
-3,047
| Closed | -$221K | – | 268 |
|
|
2018
Q1 | $221K | Hold |
3,047
| – | – | 0.05% | 222 |
|
|
2017
Q4 | $229K | Sell |
3,047
-111
| -4% | -$8.34K | 0.04% | 243 |
|
|
2017
Q3 | $243K | Buy |
+3,158
| New | +$243K | 0.05% | 221 |
|