LBA Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $42K | Buy |
625
+279
| +81% | +$18.7K | 0.02% | 213 |
|
|
2016
Q4 | $23K | Sell |
346
-112
| -24% | -$7.45K | 0.01% | 250 |
|
|
2016
Q3 | $32K | Buy |
458
+56
| +14% | +$3.91K | 0.02% | 236 |
|
|
2016
Q2 | $30K | Buy |
402
+56
| +16% | +$4.18K | 0.02% | 232 |
|
|
2016
Q1 | $22K | Sell |
346
-56
| -14% | -$3.56K | 0.01% | 243 |
|
|
2015
Q4 | $31K | Hold |
402
| – | – | 0.02% | 234 |
|
|
2015
Q3 | $33K | Sell |
402
-111
| -22% | -$9.11K | 0.02% | 198 |
|
|
2015
Q2 | $45K | Hold |
513
| – | – | 0.03% | 171 |
|
|
2015
Q1 | $45K | Buy |
513
+122
| +31% | +$10.7K | 0.03% | 177 |
|
|
2014
Q4 | $32K | Hold |
391
| – | – | 0.02% | 184 |
|
|
2014
Q3 | $33K | Buy |
391
+224
| +134% | +$18.9K | 0.02% | 191 |
|
|
2014
Q2 | $14K | Buy |
+167
| New | +$14K | 0.01% | 194 |
|