Meristem Family Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,321
| Closed | -$203K | – | 207 |
|
|
2020
Q2 | $203K | Buy |
+2,321
| New | +$203K | 0.06% | 180 |
|
|
2020
Q1 | – | Sell |
-2,381
| Closed | -$225K | – | 202 |
|
|
2019
Q4 | $225K | Sell |
2,381
-70
| -3% | -$6.62K | 0.06% | 176 |
|
|
2019
Q3 | $213K | Buy |
+2,451
| New | +$213K | 0.06% | 177 |
|
|
2018
Q3 | – | Sell |
-3,210
| Closed | -$217K | – | 146 |
|
|
2018
Q2 | $217K | Sell |
3,210
-52
| -2% | -$3.52K | 0.08% | 126 |
|
|
2018
Q1 | $236K | Buy |
+3,262
| New | +$236K | 0.08% | 117 |
|