Gupta Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.5M | Buy |
38,558
+7,229
| +23% | +$469K | 0.59% | 36 |
|
|
2015
Q4 | $2.42M | Sell |
31,329
-2,469
| -7% | -$190K | 0.61% | 35 |
|
|
2015
Q3 | $2.78M | Buy |
33,798
+1,600
| +5% | +$132K | 0.68% | 34 |
|
|
2015
Q2 | $2.84M | Buy |
32,198
+2,137
| +7% | +$188K | 0.7% | 38 |
|
|
2015
Q1 | $2.66M | Buy |
+30,061
| New | +$2.66M | 0.78% | 33 |
|