Matrix Private Capital Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,233
| Closed | -$204K | – | 252 |
|
|
2021
Q2 | $204K | Buy |
+2,233
| New | +$204K | 0.11% | 169 |
|
|
2021
Q1 | – | Sell |
-2,235
| Closed | -$211K | – | 244 |
|
|
2020
Q4 | $211K | Sell |
2,235
-198
| -8% | -$18.7K | 0.15% | 148 |
|
|
2020
Q3 | $212K | Sell |
2,433
-7
| -0.3% | -$610 | 0.22% | 111 |
|
|
2020
Q2 | $213K | Sell |
2,440
-125
| -5% | -$10.9K | 0.23% | 109 |
|
|
2020
Q1 | $211K | Sell |
2,565
-1,096
| -30% | -$90.2K | 0.3% | 94 |
|
|
2019
Q4 | $347K | Buy |
+3,661
| New | +$347K | 0.36% | 86 |
|