Institutional & Family Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11
| Closed | -$1K | – | 887 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 855 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 903 |
|
|
2021
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $1K | Sell |
11
-321
| -97% | -$29.2K | ﹤0.01% | 843 |
|
|
2020
Q3 | $29K | Hold |
332
| – | – | 0.01% | 351 |
|
|
2020
Q2 | $29K | Buy |
332
+303
| +1,045% | +$26.5K | 0.01% | 359 |
|
|
2020
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 674 |
|
|
2019
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 638 |
|
|
2019
Q2 | $3K | Sell |
29
-3
| -9% | -$310 | ﹤0.01% | 666 |
|
|
2019
Q1 | $3K | Sell |
32
-7
| -18% | -$656 | ﹤0.01% | 663 |
|
|
2018
Q4 | $3K | Sell |
39
-1,179
| -97% | -$90.7K | ﹤0.01% | 648 |
|
|
2018
Q3 | $94K | Buy |
1,218
+8
| +0.7% | +$617 | 0.02% | 272 |
|
|
2018
Q2 | $82K | Buy |
1,210
+56
| +5% | +$3.8K | 0.02% | 299 |
|
|
2018
Q1 | $84K | Buy |
+1,154
| New | +$84K | 0.02% | 271 |
|