Kessler Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-310
| Closed | -$27K | – | 124 |
|
|
2019
Q1 | $27K | Hold |
310
| – | – | 0.03% | 91 |
|
|
2018
Q4 | $24K | Hold |
310
| – | – | 0.03% | 79 |
|
|
2018
Q3 | $24K | Hold |
310
| – | – | 0.02% | 100 |
|
|
2018
Q2 | $21K | Hold |
310
| – | – | 0.03% | 107 |
|
|
2018
Q1 | $22K | Hold |
310
| – | – | 0.03% | 78 |
|
|
2017
Q4 | $23K | Hold |
310
| – | – | 0.03% | 70 |
|
|
2017
Q3 | $24K | Hold |
310
| – | – | 0.03% | 66 |
|
|
2017
Q2 | $23K | Hold |
310
| – | – | 0.03% | 64 |
|
|
2017
Q1 | $21K | Hold |
310
| – | – | 0.03% | 67 |
|
|
2016
Q4 | $20K | Hold |
310
| – | – | 0.02% | 70 |
|
|
2016
Q3 | $22K | Hold |
310
| – | – | 0.03% | 65 |
|
|
2016
Q2 | $23K | Sell |
310
-145
| -32% | -$10.8K | 0.03% | 67 |
|
|
2016
Q1 | $30K | Buy |
+455
| New | +$30K | 0.05% | 69 |
|
|
2013
Q4 | – | Sell |
-123
| Closed | -$8K | – | 177 |
|
|
2013
Q3 | $8K | Buy |
+123
| New | +$8K | 0.02% | 119 |
|