Harbour Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,293
| Closed | -$501K | – | 198 |
|
|
2019
Q4 | $501K | Buy |
+5,293
| New | +$501K | 0.19% | 130 |
|
|
2019
Q2 | – | Sell |
-4,702
| Closed | -$405K | – | 214 |
|
|
2019
Q1 | $405K | Sell |
4,702
-35
| -0.7% | -$3.02K | 0.18% | 134 |
|
|
2018
Q4 | $364K | Sell |
4,737
-123
| -3% | -$9.45K | 0.18% | 136 |
|
|
2018
Q3 | $375K | Sell |
4,860
-84
| -2% | -$6.48K | 0.15% | 126 |
|
|
2018
Q2 | $331K | Sell |
4,944
-84
| -2% | -$5.62K | 0.14% | 163 |
|
|
2018
Q1 | $364K | Buy |
5,028
+486
| +11% | +$35.2K | 0.15% | 161 |
|
|
2017
Q4 | $342K | Buy |
4,542
+296
| +7% | +$22.3K | 0.14% | 169 |
|
|
2017
Q3 | $327K | Hold |
4,246
| – | – | 0.14% | 177 |
|
|
2017
Q2 | $318K | Buy |
4,246
+3,124
| +278% | +$234K | 0.16% | 166 |
|
|
2017
Q1 | $74.6K | Buy |
+1,122
| New | +$74.6K | 0.03% | 330 |
|