MWPCG
Measured Wealth Private Client Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,778
| Closed | -$242K | – | 137 |
|
|
2020
Q3 | $242K | Buy |
+2,778
| New | +$242K | 0.12% | 107 |
|
|
2020
Q1 | – | Sell |
-2,638
| Closed | -$250K | – | 114 |
|
|
2019
Q4 | $250K | Sell |
2,638
-760
| -22% | -$72K | 0.17% | 84 |
|
|
2019
Q3 | $295K | Sell |
3,398
-3,040
| -47% | -$264K | 0.19% | 82 |
|
|
2019
Q2 | $588K | Sell |
6,438
-690
| -10% | -$63K | 0.34% | 55 |
|
|
2019
Q1 | $685K | Buy |
7,128
+1,558
| +28% | +$150K | 0.42% | 44 |
|
|
2018
Q4 | $478K | Sell |
5,570
-55
| -1% | -$4.72K | 0.43% | 38 |
|
|
2018
Q3 | $485K | Buy |
5,625
+95
| +2% | +$8.19K | 0.29% | 50 |
|
|
2018
Q2 | $417K | Buy |
+5,530
| New | +$417K | 0.34% | 57 |
|