Maple Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,290
| Closed | -$217K | – | 116 |
|
|
2019
Q4 | $217K | Buy |
+2,290
| New | +$217K | 0.04% | 117 |
|
|
2019
Q3 | – | Sell |
-2,250
| Closed | -$205K | – | 125 |
|
|
2019
Q2 | $205K | Sell |
2,250
-655
| -23% | -$59.7K | 0.05% | 118 |
|
|
2019
Q1 | $250K | Buy |
+2,905
| New | +$250K | 0.06% | 108 |
|
|
2016
Q4 | – | Sell |
-2,841
| Closed | -$201K | – | 128 |
|
|
2016
Q3 | $201K | Buy |
+2,841
| New | +$201K | 0.07% | 123 |
|
|
2016
Q1 | – | Sell |
-2,618
| Closed | -$202K | – | 127 |
|
|
2015
Q4 | $202K | Hold |
2,618
| – | – | 0.07% | 122 |
|
|
2015
Q3 | $216K | Sell |
2,618
-99
| -4% | -$8.17K | 0.08% | 119 |
|
|
2015
Q2 | $239K | Buy |
2,717
+334
| +14% | +$29.4K | 0.08% | 113 |
|
|
2015
Q1 | $211K | Buy |
+2,383
| New | +$211K | 0.07% | 119 |
|