Ironwood Financial’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 |
-538
| Closed | -$44K | – | 394 |
|
|
2021
Q3 | $44K | Hold |
538
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $49K | Buy |
538
+61
| +13% | +$5.56K | 0.01% | 190 |
|
|
2021
Q1 | $41K | Sell |
477
-178
| -27% | -$15.3K | 0.01% | 188 |
|
|
2020
Q4 | $62K | Buy |
655
+363
| +124% | +$34.4K | 0.02% | 158 |
|
|
2020
Q3 | $25K | Hold |
292
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $26K | Buy |
292
+92
| +46% | +$8.19K | 0.01% | 157 |
|
|
2020
Q1 | $16K | Hold |
200
| – | – | 0.01% | 172 |
|
|
2019
Q4 | $19K | Hold |
200
| – | – | 0.01% | 213 |
|
|
2019
Q3 | $17K | Hold |
200
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $18K | Sell |
200
-23
| -10% | -$2.07K | 0.01% | 215 |
|
|
2019
Q1 | $19K | Hold |
223
| – | – | 0.01% | 207 |
|
|
2018
Q4 | $17K | Hold |
223
| – | – | 0.01% | 199 |
|
|
2018
Q3 | $17K | Buy |
+223
| New | +$17K | 0.01% | 205 |
|