Leuthold Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,824
| Closed | -$487K | – | 206 |
|
|
2023
Q2 | $487K | Hold |
4,824
| – | – | 0.06% | 153 |
|
|
2023
Q1 | $444K | Sell |
4,824
-276
| -5% | -$25.4K | 0.06% | 150 |
|
|
2022
Q4 | $463K | Sell |
5,100
-87
| -2% | -$7.89K | 0.06% | 150 |
|
|
2022
Q3 | $394K | Hold |
5,187
| – | – | 0.06% | 147 |
|
|
2022
Q2 | $438K | Buy |
+5,187
| New | +$438K | 0.06% | 143 |
|
|
2020
Q4 | – | Sell |
-5,554
| Closed | -$483K | – | 188 |
|
|
2020
Q3 | $483K | Sell |
5,554
-154
| -3% | -$13.4K | 0.07% | 126 |
|
|
2020
Q2 | $499K | Sell |
5,708
-224
| -4% | -$19.6K | 0.07% | 113 |
|
|
2020
Q1 | $489K | Sell |
5,932
-551
| -8% | -$45.4K | 0.09% | 115 |
|
|
2019
Q4 | $614K | Buy |
+6,483
| New | +$614K | 0.08% | 115 |
|