JCIC Asset Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-565
| Closed | -$49K | – | 123 |
|
|
2020
Q3 | $49K | Hold |
565
| – | – | 0.02% | 66 |
|
|
2020
Q2 | $49K | Hold |
565
| – | – | 0.03% | 62 |
|
|
2020
Q1 | $47K | Buy |
565
+155
| +38% | +$12.9K | 0.03% | 59 |
|
|
2019
Q4 | $39K | Hold |
410
| – | – | 0.02% | 72 |
|
|
2019
Q3 | $36K | Hold |
410
| – | – | 0.02% | 72 |
|
|
2019
Q2 | $37K | Sell |
410
-48
| -10% | -$4.33K | 0.02% | 70 |
|
|
2019
Q1 | $39K | Hold |
458
| – | – | 0.02% | 69 |
|
|
2018
Q4 | $35K | Hold |
458
| – | – | 0.02% | 65 |
|
|
2018
Q3 | $35K | Buy |
+458
| New | +$35K | 0.01% | 71 |
|