LA
Legacy Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-400
| Closed | -$37K | – | 263 |
|
|
2019
Q2 | $37K | Hold |
400
| – | – | 0.03% | 223 |
|
|
2019
Q1 | $38K | Buy |
+400
| New | +$38K | 0.01% | 234 |
|
|
2018
Q2 | – | Sell |
-36
| Closed | -$3K | – | 442 |
|
|
2018
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 321 |
|
|
2017
Q4 | – | Sell |
-58
| Closed | -$4K | – | 405 |
|
|
2017
Q3 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 302 |
|