LifePlan Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 515 |
|
2020
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 518 |
|
2020
Q1 | $3K | Hold |
35
| – | – | ﹤0.01% | 495 |
|
2019
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 501 |
|
2019
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 497 |
|
2019
Q2 | $3K | Sell |
35
-4
| -10% | -$343 | ﹤0.01% | 495 |
|
2019
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 496 |
|
2018
Q4 | $3K | Hold |
39
| – | – | ﹤0.01% | 480 |
|
2018
Q3 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 484 |
|
2018
Q2 | – | Sell |
-15
| Closed | -$1K | – | 541 |
|
2018
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 497 |
|
2014
Q2 | – | Sell |
-683
| Closed | -$52K | – | 162 |
|
2014
Q1 | $52K | Buy |
+683
| New | +$52K | 0.04% | 117 |
|