Miles Capital’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $258K | Sell |
3,133
-163
| -5% | -$13.4K | 0.28% | 93 |
|
|
2019
Q4 | $312K | Sell |
3,296
-39
| -1% | -$3.69K | 0.25% | 101 |
|
|
2019
Q3 | $290K | Buy |
3,335
+10
| +0.3% | +$870 | 0.24% | 111 |
|
|
2019
Q2 | $304K | Sell |
3,325
-669
| -17% | -$61.2K | 0.25% | 105 |
|
|
2019
Q1 | $344K | Buy |
3,994
+56
| +1% | +$4.82K | 0.3% | 87 |
|
|
2018
Q4 | $303K | Buy |
3,938
+309
| +9% | +$23.8K | 0.3% | 93 |
|
|
2018
Q3 | $280K | Hold |
3,629
| – | – | 0.23% | 118 |
|
|
2018
Q2 | $246K | Sell |
3,629
-2,953
| -45% | -$200K | 0.15% | 145 |
|
|
2018
Q1 | $477K | Buy |
6,582
+678
| +11% | +$49.1K | 0.26% | 68 |
|
|
2017
Q4 | $444K | Hold |
5,904
| – | – | 0.26% | 66 |
|
|
2017
Q3 | $454K | Hold |
5,904
| – | – | 0.26% | 63 |
|
|
2017
Q2 | $442K | Hold |
5,904
| – | – | 0.24% | 71 |
|
|
2017
Q1 | $393K | Hold |
5,904
| – | – | 0.22% | 73 |
|
|
2016
Q4 | $385K | Buy |
5,904
+1,105
| +23% | +$72.1K | 0.24% | 65 |
|
|
2016
Q3 | $340K | Buy |
+4,799
| New | +$340K | 0.23% | 70 |
|