Hudson Valley Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-4,006
| Closed | -$296K | – | 149 |
|
|
2016
Q2 | $296K | Sell |
4,006
-1,881
| -32% | -$139K | 0.1% | 123 |
|
|
2016
Q1 | $382K | Sell |
5,887
-2,344
| -28% | -$152K | 0.12% | 115 |
|
|
2015
Q4 | $635K | Sell |
8,231
-853
| -9% | -$65.8K | 0.2% | 99 |
|
|
2015
Q3 | $748K | Sell |
9,084
-475
| -5% | -$39.1K | 0.24% | 85 |
|
|
2015
Q2 | $842K | Buy |
9,559
+558
| +6% | +$49.2K | 0.26% | 79 |
|
|
2015
Q1 | $795K | Buy |
9,001
+4,063
| +82% | +$359K | 0.27% | 77 |
|
|
2014
Q4 | $410K | Sell |
4,938
-28
| -0.6% | -$2.33K | 0.17% | 89 |
|
|
2014
Q3 | $419K | Sell |
4,966
-419
| -8% | -$35.4K | 0.18% | 87 |
|
|
2014
Q2 | $437K | Sell |
5,385
-1,813
| -25% | -$147K | 0.19% | 83 |
|
|
2014
Q1 | $548K | Sell |
7,198
-447
| -6% | -$34K | 0.23% | 77 |
|
|
2013
Q4 | $551K | Sell |
7,645
-1,060
| -12% | -$76.4K | 0.24% | 73 |
|
|
2013
Q3 | $598K | Buy |
8,705
+558
| +7% | +$38.3K | 0.29% | 68 |
|
|
2013
Q2 | $516K | Buy |
+8,147
| New | +$516K | 0.25% | 72 |
|