Integrated Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $237K | Sell |
3,554
-62
| -2% | -$4.13K | 0.08% | 219 |
|
|
2016
Q4 | $236K | Buy |
3,616
+550
| +18% | +$35.9K | 0.09% | 208 |
|
|
2016
Q3 | $217K | Sell |
3,066
-1,033
| -25% | -$73.1K | 0.08% | 207 |
|
|
2016
Q2 | $303K | Buy |
4,099
+238
| +6% | +$17.6K | 0.12% | 161 |
|
|
2016
Q1 | $251K | Buy |
3,861
+285
| +8% | +$18.5K | 0.11% | 160 |
|
|
2015
Q4 | $276K | Sell |
3,576
-213
| -6% | -$16.4K | 0.12% | 137 |
|
|
2015
Q3 | $312K | Sell |
3,789
-928
| -20% | -$76.4K | 0.14% | 134 |
|
|
2015
Q2 | $416K | Buy |
4,717
+111
| +2% | +$9.79K | 0.16% | 116 |
|
|
2015
Q1 | $406K | Buy |
+4,606
| New | +$406K | 0.17% | 111 |
|