New Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-84
| Closed | -$6K | – | 137 |
|
|
2018
Q3 | $6K | Hold |
84
| – | – | 0.01% | 129 |
|
|
2018
Q2 | $6K | Hold |
84
| – | – | 0.01% | 127 |
|
|
2018
Q1 | $6K | Sell |
84
-111
| -57% | -$7.93K | 0.02% | 135 |
|
|
2017
Q4 | $15K | Hold |
195
| – | – | 0.02% | 119 |
|
|
2017
Q3 | $15K | Hold |
195
| – | – | 0.03% | 116 |
|
|
2017
Q2 | $13K | Hold |
195
| – | – | 0.02% | 122 |
|
|
2017
Q1 | $13K | Hold |
195
| – | – | 0.02% | 121 |
|
|
2016
Q4 | $13K | Buy |
+195
| New | +$13K | 0.02% | 117 |
|