Grassi Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-79,946
| Closed | -$7.55M | – | 145 |
|
|
2020
Q4 | $7.55M | Sell |
79,946
-8,950
| -10% | -$845K | 0.96% | 42 |
|
|
2020
Q3 | $7.73M | Buy |
88,896
+325
| +0.4% | +$28.3K | 1.1% | 36 |
|
|
2020
Q2 | $7.74M | Buy |
88,571
+1,525
| +2% | +$133K | 1.12% | 39 |
|
|
2020
Q1 | $7.18M | Buy |
87,046
+7,690
| +10% | +$634K | 1.26% | 37 |
|
|
2019
Q4 | $7.51M | Buy |
79,356
+2,925
| +4% | +$277K | 1.02% | 44 |
|
|
2019
Q3 | $6.64M | Buy |
76,431
+4,460
| +6% | +$388K | 1% | 47 |
|
|
2019
Q2 | $6.57M | Buy |
71,971
+67,232
| +1,419% | +$6.14M | 0.97% | 48 |
|
|
2019
Q1 | $408K | Buy |
+4,739
| New | +$408K | 0.06% | 103 |
|