Hedeker Wealth’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 |
-5,491
| Closed | -$410K | – | 79 |
|
|
2017
Q2 | $410K | Hold |
5,491
| – | – | 0.39% | 71 |
|
|
2017
Q1 | $365K | Hold |
5,491
| – | – | 0.35% | 80 |
|
|
2016
Q4 | $358K | Buy |
5,491
+72
| +1% | +$4.69K | 0.29% | 92 |
|
|
2016
Q3 | $453 | Buy |
+5,419
| New | +$453 | 0.02% | 133 |
|
|
2016
Q2 | – | Sell |
-5,491
| Closed | -$356K | – | 96 |
|
|
2016
Q1 | $356K | Hold |
5,491
| – | – | 0.33% | 66 |
|
|
2015
Q4 | $423K | Buy |
5,491
+78
| +1% | +$6.01K | 0.37% | 60 |
|
|
2015
Q3 | $446K | Sell |
5,413
-78
| -1% | -$6.43K | 0.39% | 63 |
|
|
2015
Q2 | $484K | Buy |
5,491
+78
| +1% | +$6.88K | 0.39% | 59 |
|
|
2015
Q1 | $478K | Hold |
5,413
| – | – | 0.4% | 62 |
|
|
2014
Q4 | $449K | Buy |
+5,413
| New | +$449K | 0.36% | 68 |
|