Lenox Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $37K | Buy |
394
+80
| +25% | +$7.51K | ﹤0.01% | 278 |
|
|
2021
Q4 | $27K | Sell |
314
-55
| -15% | -$4.73K | ﹤0.01% | 349 |
|
|
2021
Q3 | $30K | Hold |
369
| – | – | ﹤0.01% | 303 |
|
|
2021
Q2 | $34K | Buy |
369
+16
| +5% | +$1.47K | ﹤0.01% | 288 |
|
|
2021
Q1 | $30K | Sell |
353
-263
| -43% | -$22.4K | ﹤0.01% | 252 |
|
|
2020
Q4 | $58K | Buy |
616
+170
| +38% | +$16K | 0.01% | 169 |
|
|
2020
Q3 | $39K | Sell |
446
-205
| -31% | -$17.9K | 0.01% | 192 |
|
|
2020
Q2 | $57K | Buy |
651
+337
| +107% | +$29.5K | 0.01% | 148 |
|
|
2020
Q1 | $26K | Hold |
314
| – | – | ﹤0.01% | 220 |
|
|
2019
Q4 | $30K | Hold |
314
| – | – | ﹤0.01% | 256 |
|
|
2019
Q3 | $27K | Buy |
+314
| New | +$27K | ﹤0.01% | 239 |
|
|
2019
Q2 | – | Sell |
-81
| Closed | -$7K | – | 529 |
|
|
2019
Q1 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 313 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$19K | – | 488 |
|
|
2018
Q2 | $19K | Sell |
280
-78
| -22% | -$5.29K | ﹤0.01% | 267 |
|
|
2018
Q1 | $26K | Buy |
358
+127
| +55% | +$9.22K | 0.01% | 238 |
|
|
2017
Q4 | $17K | Buy |
+231
| New | +$17K | ﹤0.01% | 143 |
|
|
2016
Q1 | – | Sell |
-37
| Closed | -$3K | – | 362 |
|
|
2015
Q4 | $3K | Sell |
37
-144
| -80% | -$11.7K | ﹤0.01% | 286 |
|
|
2015
Q3 | $15K | Hold |
181
| – | – | 0.01% | 162 |
|
|
2015
Q2 | $16K | Hold |
181
| – | – | 0.01% | 111 |
|
|
2015
Q1 | $16K | Hold |
181
| – | – | 0.01% | 138 |
|
|
2014
Q4 | $15K | Hold |
181
| – | – | 0.01% | 152 |
|
|
2014
Q3 | $15K | Buy |
+181
| New | +$15K | 0.01% | 150 |
|