KCS Wealth Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,019
| Closed | -$175K | – | 323 |
|
|
2019
Q3 | $175K | Sell |
2,019
-516
| -20% | -$44.8K | 0.12% | 157 |
|
|
2019
Q2 | $231K | Sell |
2,535
-434
| -15% | -$39.5K | 0.18% | 141 |
|
|
2019
Q1 | $256K | Sell |
2,969
-212
| -7% | -$18.3K | 0.22% | 127 |
|
|
2018
Q4 | $245K | Sell |
3,181
-90
| -3% | -$6.93K | 0.26% | 128 |
|
|
2018
Q3 | $253K | Sell |
3,271
-1,874
| -36% | -$145K | 0.23% | 130 |
|
|
2018
Q2 | $348K | Sell |
5,145
-451
| -8% | -$30.5K | 0.32% | 116 |
|
|
2018
Q1 | $405K | Sell |
5,596
-456
| -8% | -$33K | 0.37% | 109 |
|
|
2017
Q4 | $455K | Buy |
+6,052
| New | +$455K | 0.44% | 90 |
|