Goelzer Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-8,506
| Closed | -$740K | – | 236 |
|
|
2020
Q3 | $740K | Hold |
8,506
| – | – | 0.07% | 173 |
|
|
2020
Q2 | $743K | Buy |
8,506
+36
| +0.4% | +$3.15K | 0.07% | 168 |
|
|
2020
Q1 | $698K | Sell |
8,470
-720
| -8% | -$59.3K | 0.08% | 172 |
|
|
2019
Q4 | $870K | Sell |
9,190
-500
| -5% | -$47.3K | 0.07% | 174 |
|
|
2019
Q3 | $842K | Sell |
9,690
-181
| -2% | -$15.7K | 0.08% | 168 |
|
|
2019
Q2 | $901K | Buy |
9,871
+61
| +0.6% | +$5.57K | 0.08% | 169 |
|
|
2019
Q1 | $845K | Buy |
+9,810
| New | +$845K | 0.08% | 180 |
|