Homrich & Berg’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,412
| Closed | -$263K | – | 327 |
|
|
2018
Q3 | $263K | Buy |
3,412
+123
| +4% | +$9.48K | 0.02% | 277 |
|
|
2018
Q2 | $223K | Sell |
3,289
-465
| -12% | -$31.5K | 0.02% | 289 |
|
|
2018
Q1 | $272K | Buy |
3,754
+203
| +6% | +$14.7K | 0.02% | 273 |
|
|
2017
Q4 | $267K | Sell |
3,551
-2,605
| -42% | -$196K | 0.02% | 272 |
|
|
2017
Q3 | $474K | Buy |
+6,156
| New | +$474K | 0.04% | 196 |
|