Greatmark Investment Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,798
| Closed | -$1.69M | – | 138 |
|
|
2021
Q1 | $1.69M | Sell |
19,798
-390
| -2% | -$33.3K | 0.33% | 56 |
|
|
2020
Q4 | $1.91M | Sell |
20,188
-618
| -3% | -$58.3K | 0.41% | 47 |
|
|
2020
Q3 | $1.81M | Buy |
20,806
+48
| +0.2% | +$4.17K | 0.45% | 44 |
|
|
2020
Q2 | $1.81M | Sell |
20,758
-334
| -2% | -$29.2K | 0.48% | 44 |
|
|
2020
Q1 | $1.74M | Buy |
21,092
+740
| +4% | +$61K | 0.56% | 43 |
|
|
2019
Q4 | $1.93M | Buy |
20,352
+1,110
| +6% | +$105K | 0.48% | 44 |
|
|
2019
Q3 | $1.67M | Sell |
19,242
-635
| -3% | -$55.2K | 0.46% | 45 |
|
|
2019
Q2 | $1.82M | Sell |
19,877
-922
| -4% | -$84.2K | 0.54% | 46 |
|
|
2019
Q1 | $1.79M | Buy |
20,799
+693
| +3% | +$59.7K | 0.57% | 44 |
|
|
2018
Q4 | $1.55M | Buy |
20,106
+2,277
| +13% | +$175K | 0.55% | 42 |
|
|
2018
Q3 | $1.38M | Buy |
17,829
+3,872
| +28% | +$299K | 0.43% | 48 |
|
|
2018
Q2 | $945K | Buy |
13,957
+811
| +6% | +$54.9K | 0.33% | 56 |
|
|
2018
Q1 | $952K | Buy |
13,146
+340
| +3% | +$24.6K | 0.35% | 54 |
|
|
2017
Q4 | $963K | Sell |
12,806
-826
| -6% | -$62.1K | 0.35% | 55 |
|
|
2017
Q3 | $1.05M | Buy |
13,632
+1,278
| +10% | +$98.3K | 0.4% | 52 |
|
|
2017
Q2 | $924K | Buy |
12,354
+530
| +4% | +$39.6K | 0.37% | 52 |
|
|
2017
Q1 | $787K | Buy |
11,824
+6,690
| +130% | +$445K | 0.32% | 57 |
|
|
2016
Q4 | $335K | Buy |
+5,134
| New | +$335K | 0.14% | 73 |
|