Lenox Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $50K | Buy |
582
+4
| +0.7% | +$344 | 0.02% | 252 |
|
|
2020
Q1 | $47K | Sell |
578
-64
| -10% | -$5.2K | 0.02% | 248 |
|
|
2019
Q4 | $61K | Sell |
642
-3
| -0.5% | -$285 | 0.02% | 258 |
|
|
2019
Q3 | $56K | Hold |
645
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $58K | Sell |
645
-2,808
| -81% | -$253K | 0.02% | 237 |
|
|
2019
Q1 | $297K | Buy |
3,453
+89
| +3% | +$7.66K | 0.09% | 105 |
|
|
2018
Q4 | $259K | Sell |
3,364
-96
| -3% | -$7.39K | 0.09% | 105 |
|
|
2018
Q3 | $267K | Sell |
3,460
-38
| -1% | -$2.93K | 0.08% | 128 |
|
|
2018
Q2 | $237K | Buy |
3,498
+388
| +12% | +$26.3K | 0.08% | 125 |
|
|
2018
Q1 | $225K | Sell |
3,110
-9,529
| -75% | -$689K | 0.07% | 120 |
|
|
2017
Q4 | $951K | Buy |
12,639
+826
| +7% | +$62.2K | 0.29% | 67 |
|
|
2017
Q3 | $908K | Buy |
11,813
+762
| +7% | +$58.6K | 0.31% | 58 |
|
|
2017
Q2 | $827K | Buy |
+11,051
| New | +$827K | 0.34% | 53 |
|