Jackson Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-18,844
| Closed | -$1.23M | – | 72 |
|
|
2016
Q1 | $1.23M | Sell |
18,844
-429
| -2% | -$27.9K | 0.47% | 50 |
|
|
2015
Q4 | $1.42M | Buy |
19,273
+40
| +0.2% | +$2.95K | 0.56% | 48 |
|
|
2015
Q3 | $1.58M | Buy |
19,233
+496
| +3% | +$40.9K | 0.57% | 50 |
|
|
2015
Q2 | $1.65M | Sell |
18,737
-568
| -3% | -$50.1K | 0.56% | 47 |
|
|
2015
Q1 | $1.71M | Sell |
19,305
-372
| -2% | -$32.9K | 0.55% | 63 |
|
|
2014
Q4 | $1.63M | Buy |
+19,677
| New | +$1.63M | 0.53% | 67 |
|