Harfst & Associates’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-452
| Closed | -$33K | – | 173 |
|
|
2017
Q2 | $33K | Buy |
452
+3
| +0.7% | +$219 | 0.01% | 152 |
|
|
2017
Q1 | $29K | Buy |
+449
| New | +$29K | 0.01% | 166 |
|
|
2016
Q1 | – | Sell |
-2,662
| Closed | -$205K | – | 186 |
|
|
2015
Q4 | $205K | Hold |
2,662
| – | – | 0.08% | 93 |
|
|
2015
Q3 | $219K | Sell |
2,662
-140
| -5% | -$11.5K | 0.1% | 88 |
|
|
2015
Q2 | $247K | Buy |
+2,802
| New | +$247K | 0.14% | 58 |
|