Heritage Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-519
| Closed | -$40K | – | 346 |
|
|
2018
Q4 | $40K | Hold |
519
| – | – | 0.02% | 221 |
|
|
2018
Q3 | $40K | Hold |
519
| – | – | 0.01% | 222 |
|
|
2018
Q2 | $35K | Buy |
519
+22
| +4% | +$1.48K | 0.01% | 226 |
|
|
2018
Q1 | $36K | Buy |
497
+279
| +128% | +$20.2K | 0.01% | 218 |
|
|
2017
Q4 | $16K | Hold |
218
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $17K | Buy |
+218
| New | +$17K | 0.01% | 255 |
|