Lourd Capital’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-17,200
Closed -$1.32M 239
2018
Q4
$1.32M Sell
17,200
-259
-1% -$19.9K 0.1% 45
2018
Q3
$1.35M Buy
17,459
+562
+3% +$43.4K 0.09% 46
2018
Q2
$1.14M Sell
16,897
-4,862
-22% -$329K 0.16% 42
2018
Q1
$1.58M Sell
21,759
-645
-3% -$46.7K 0.21% 40
2017
Q4
$1.69M Buy
+22,404
New +$1.69M 0.11% 44