Kalos 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 |
-3,540
| Closed | -$299K | – | 258 |
|
|
2020
Q3 | $299K | Sell |
3,540
-23
| -0.6% | -$1.94K | 0.13% | 169 |
|
|
2020
Q2 | $295K | Buy |
3,563
+290
| +9% | +$24K | 0.12% | 158 |
|
|
2020
Q1 | $283K | Sell |
3,273
-188
| -5% | -$16.3K | 0.13% | 155 |
|
|
2019
Q4 | $327K | Hold |
3,461
| – | – | 0.12% | 150 |
|
|
2019
Q3 | $300K | Buy |
+3,461
| New | +$300K | 0.12% | 143 |
|
|
2016
Q1 | – | Hold |
0
| – | -$10K | – | 376 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 377 |
|