Hillsdale Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-220
| Closed | -$21K | – | 645 |
|
|
2020
Q4 | $21K | Buy |
220
+70
| +47% | +$6.68K | ﹤0.01% | 478 |
|
|
2020
Q3 | $13K | Buy |
150
+70
| +88% | +$6.07K | ﹤0.01% | 482 |
|
|
2020
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 502 |
|
|
2016
Q1 | – | Sell |
-335
| Closed | -$26K | – | 533 |
|
|
2015
Q4 | $26K | Hold |
335
| – | – | 0.01% | 354 |
|
|
2015
Q3 | $28K | Sell |
335
-669
| -67% | -$55.9K | 0.01% | 433 |
|
|
2015
Q2 | $89K | Hold |
1,004
| – | – | 0.03% | 420 |
|
|
2015
Q1 | $89K | Hold |
1,004
| – | – | 0.02% | 418 |
|
|
2014
Q4 | $83K | Hold |
1,004
| – | – | 0.02% | 415 |
|
|
2014
Q3 | $85K | Hold |
1,004
| – | – | 0.03% | 401 |
|
|
2014
Q2 | $81K | Hold |
1,004
| – | – | 0.02% | 412 |
|
|
2014
Q1 | $77K | Hold |
1,004
| – | – | 0.02% | 405 |
|
|
2013
Q4 | $72K | Sell |
1,004
-4,241
| -81% | -$304K | 0.02% | 406 |
|
|
2013
Q3 | $361K | Buy |
5,245
+4,241
| +422% | +$292K | 0.11% | 140 |
|
|
2013
Q2 | $64K | Buy |
+1,004
| New | +$64K | 0.02% | 398 |
|