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 |
|