HL Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.54M | Buy |
17,837
+877
| +5% | +$70.4K | 0.02% | 318 |
|
|
2018
Q4 | $1.3M | Sell |
16,960
-712
| -4% | -$55.4K | 0.02% | 321 |
|
|
2018
Q3 | $1.36M | Buy |
17,672
+2,587
| +17% | +$191K | 0.02% | 342 |
|
|
2018
Q2 | $1.02M | Sell |
15,085
-245
| -2% | -$16.9K | 0.02% | 368 |
|
|
2018
Q1 | $1.11M | Sell |
15,330
-1,324
| -8% | -$101K | 0.02% | 343 |
|
|
2017
Q4 | $1.25M | Sell |
16,654
-3,588
| -18% | -$271K | 0.02% | 280 |
|
|
2017
Q3 | $1.56M | Sell |
20,242
-864
| -4% | -$65.3K | 0.03% | 280 |
|
|
2017
Q2 | $1.58M | Sell |
21,106
-1,096
| -5% | -$77.7K | 0.03% | 270 |
|
|
2017
Q1 | $1.48M | Sell |
22,202
-1,236
| -5% | -$82.4K | 0.03% | 277 |
|
|
2016
Q4 | $1.53M | Buy |
23,438
+704
| +3% | +$45.7K | 0.03% | 264 |
|
|
2016
Q3 | $1.61M | Sell |
22,734
-76
| -0.3% | -$5.54K | 0.04% | 262 |
|
|
2016
Q2 | $1.69M | Sell |
22,810
-56
| -0.2% | -$3.87K | 0.04% | 246 |
|
|
2016
Q1 | $1.48M | Sell |
22,866
-635
| -3% | -$43.2K | 0.04% | 262 |
|
|
2015
Q4 | $1.81M | Buy |
23,501
+3,141
| +15% | +$250K | 0.05% | 219 |
|
|
2015
Q3 | $1.68M | Buy |
20,360
+1,030
| +5% | +$91.7K | 0.05% | 195 |
|
|
2015
Q2 | $1.7M | Sell |
19,330
-174
| -0.9% | -$16K | 0.05% | 211 |
|
|
2015
Q1 | $1.72M | Sell |
19,504
-150
| -0.8% | -$13.3K | 0.05% | 207 |
|
|
2014
Q4 | $1.63M | Sell |
19,654
-4,681
| -19% | -$388K | 0.04% | 192 |
|
|
2014
Q3 | $2.05M | Buy |
24,335
+8,708
| +56% | +$705K | 0.06% | 183 |
|
|
2014
Q2 | $1.27M | Buy |
15,627
+620
| +4% | +$48.8K | 0.04% | 225 |
|
|
2014
Q1 | $1.14M | Buy |
15,007
+1,298
| +9% | +$94.6K | 0.03% | 231 |
|
|
2013
Q4 | $987K | Buy |
13,709
+3,927
| +40% | +$273K | 0.03% | 253 |
|
|
2013
Q3 | $672K | Sell |
9,782
-345
| -3% | -$22.8K | 0.02% | 291 |
|
|
2013
Q2 | $642K | Buy |
+10,127
| New | +$659K | 0.02% | 279 |
|
Other funds holding NVS
