Ironsides Asset Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,130
| Closed | -$465K | – | 127 |
|
|
2016
Q4 | $465K | Buy |
7,130
+1,588
| +29% | +$104K | 0.13% | 106 |
|
|
2016
Q3 | $392K | Buy |
5,542
+393
| +8% | +$27.8K | 0.11% | 117 |
|
|
2016
Q2 | $381K | Buy |
+5,149
| New | +$381K | 0.12% | 107 |
|
|
2016
Q1 | – | Sell |
-7,113
| Closed | -$548K | – | 199 |
|
|
2015
Q4 | $548K | Buy |
+7,113
| New | +$548K | 0.15% | 96 |
|