Investment Centers of America’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-9,003
| Closed | -$692K | – | 332 |
|
2017
Q3 | $692K | Buy |
9,003
+1,295
| +17% | +$99.5K | 0.05% | 284 |
|
2017
Q2 | $579K | Sell |
7,708
-817
| -10% | -$61.4K | 0.04% | 323 |
|
2017
Q1 | $566K | Buy |
8,525
+258
| +3% | +$17.1K | 0.04% | 343 |
|
2016
Q4 | $539K | Buy |
8,267
+208
| +3% | +$13.6K | 0.05% | 320 |
|
2016
Q3 | $575K | Buy |
8,059
+94
| +1% | +$6.71K | 0.06% | 269 |
|
2016
Q2 | $591K | Buy |
7,965
+1,691
| +27% | +$125K | 0.07% | 251 |
|
2016
Q1 | $406K | Buy |
6,274
+864
| +16% | +$55.9K | 0.05% | 300 |
|
2015
Q4 | $418K | Buy |
+5,410
| New | +$418K | 0.05% | 281 |
|
2015
Q2 | – | Sell |
-2,586
| Closed | -$226K | – | 470 |
|
2015
Q1 | $226K | Buy |
+2,586
| New | +$226K | 0.03% | 388 |
|