Mountain Capital Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,095
| Closed | -$788K | – | 136 |
|
|
2021
Q1 | $788K | Buy |
9,095
+5,080
| +127% | +$440K | 0.4% | 94 |
|
|
2020
Q4 | $379K | Sell |
4,015
-94
| -2% | -$8.87K | 0.23% | 114 |
|
|
2020
Q3 | $363K | Buy |
+4,109
| New | +$363K | 0.23% | 85 |
|
|
2017
Q4 | – | Sell |
-201
| Closed | -$15K | – | 301 |
|
|
2017
Q3 | $15K | Sell |
201
-33
| -14% | -$2.46K | 0.01% | 222 |
|
|
2017
Q2 | $18K | Buy |
+234
| New | +$18K | 0.02% | 228 |
|