Lehman Financial Resources’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,047
| Closed | -$168K | – | 247 |
|
|
2015
Q3 | $168K | Buy |
2,047
+38
| +2% | +$3.12K | 0.09% | 61 |
|
|
2015
Q2 | $177K | Hold |
2,009
| – | – | 0.09% | 60 |
|
|
2015
Q1 | $177K | Buy |
2,009
+335
| +20% | +$29.5K | 0.08% | 67 |
|
|
2014
Q4 | $139K | Sell |
1,674
-335
| -17% | -$27.8K | 0.07% | 78 |
|
|
2014
Q3 | $169K | Buy |
2,009
+1,116
| +125% | +$93.9K | 0.09% | 64 |
|
|
2014
Q2 | $72K | Hold |
893
| – | – | 0.03% | 114 |
|
|
2014
Q1 | $68K | Hold |
893
| – | – | 0.04% | 108 |
|
|
2013
Q4 | $64K | Hold |
893
| – | – | 0.04% | 103 |
|
|
2013
Q3 | $61K | Buy |
+893
| New | +$61K | 0.04% | 98 |
|