Lenox Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $61K | Sell |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $58K | Sell |
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|
2019
Q1 | $297K | Buy |
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|
2018
Q4 | $259K | Sell |
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|
2018
Q3 | $267K | Sell |
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|
2018
Q2 | $237K | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $951K | Buy |
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|
2017
Q3 | $908K | Buy |
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|
2017
Q2 | $827K | Buy |
|