Mid Atlantic Financial Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $372K | Sell |
4,546
-128
| -3% | -$10.5K | 0.02% | 566 |
|
|
2021
Q2 | $426K | Sell |
4,674
-28
| -0.6% | -$2.55K | 0.03% | 528 |
|
|
2021
Q1 | $402K | Buy |
4,702
+55
| +1% | +$4.7K | 0.03% | 510 |
|
|
2020
Q4 | $439K | Buy |
4,647
+125
| +3% | +$11.8K | 0.03% | 428 |
|
|
2020
Q3 | $380K | Sell |
4,522
-408
| -8% | -$34.3K | 0.03% | 431 |
|
|
2020
Q2 | $431K | Buy |
4,930
+10
| +0.2% | +$874 | 0.04% | 377 |
|
|
2020
Q1 | $406K | Sell |
4,920
-591
| -11% | -$48.8K | 0.05% | 354 |
|
|
2019
Q4 | $522K | Sell |
5,511
-36
| -0.6% | -$3.41K | 0.05% | 371 |
|
|
2019
Q3 | $482K | Sell |
5,547
-649
| -10% | -$56.4K | 0.05% | 364 |
|
|
2019
Q2 | $566K | Sell |
6,196
-666
| -10% | -$60.8K | 0.06% | 337 |
|
|
2019
Q1 | $591K | Sell |
6,862
-1,427
| -17% | -$123K | 0.06% | 323 |
|
|
2018
Q4 | $637K | Buy |
+8,289
| New | +$637K | 0.08% | 268 |
|