MinichMacGregor Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19
| Closed | -$1K | – | 364 |
|
|
2018
Q3 | $1K | Sell |
19
-17
| -47% | -$895 | ﹤0.01% | 488 |
|
|
2018
Q2 | $2K | Sell |
36
-18
| -33% | -$1K | ﹤0.01% | 445 |
|
|
2018
Q1 | $3K | Buy |
54
+12
| +29% | +$667 | ﹤0.01% | 407 |
|
|
2017
Q4 | $3K | Buy |
42
+5
| +14% | +$357 | ﹤0.01% | 398 |
|
|
2017
Q3 | $2K | Buy |
37
+17
| +85% | +$919 | ﹤0.01% | 398 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 440 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 429 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 429 |
|
|
2016
Q3 | $1K | Sell |
20
-2
| -9% | -$100 | ﹤0.01% | 428 |
|
|
2016
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 409 |
|
|
2016
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 394 |
|