IPG Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,250
| Closed | -$680K | – | 150 |
|
|
2020
Q1 | $680K | Buy |
+8,250
| New | +$680K | 0.29% | 56 |
|
|
2017
Q3 | – | Sell |
-3,348
| Closed | -$250K | – | 155 |
|
|
2017
Q2 | $250K | Hold |
3,348
| – | – | 0.1% | 105 |
|
|
2017
Q1 | $223K | Hold |
3,348
| – | – | 0.1% | 110 |
|
|
2016
Q4 | $219K | Buy |
+3,348
| New | +$219K | 0.09% | 111 |
|