Next Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $386K | Sell |
4,417
-230
| -5% | -$20.1K | 0.03% | 645 |
|
|
2021
Q3 | $380K | Buy |
4,647
+590
| +15% | +$48.2K | 0.03% | 584 |
|
|
2021
Q2 | $370K | Buy |
4,057
+290
| +8% | +$26.4K | 0.03% | 581 |
|
|
2021
Q1 | $322K | Sell |
3,767
-45
| -1% | -$3.85K | 0.03% | 600 |
|
|
2020
Q4 | $360K | Buy |
3,812
+247
| +7% | +$23.3K | 0.03% | 491 |
|
|
2020
Q3 | $310K | Buy |
3,565
+34
| +1% | +$2.96K | 0.03% | 491 |
|
|
2020
Q2 | $308K | Sell |
3,531
-70
| -2% | -$6.11K | 0.04% | 407 |
|
|
2020
Q1 | $297K | Buy |
3,601
+239
| +7% | +$19.7K | 0.04% | 419 |
|
|
2019
Q4 | $319K | Buy |
3,362
+142
| +4% | +$13.5K | 0.03% | 503 |
|
|
2019
Q3 | $280K | Sell |
3,220
-497
| -13% | -$43.2K | 0.03% | 530 |
|
|
2019
Q2 | $339K | Buy |
3,717
+695
| +23% | +$63.4K | 0.04% | 479 |
|
|
2019
Q1 | $260K | Sell |
3,022
-736
| -20% | -$63.3K | 0.07% | 298 |
|
|
2018
Q4 | $289K | Buy |
3,758
+1,557
| +71% | +$120K | 0.06% | 312 |
|
|
2018
Q3 | $170K | Sell |
2,201
-2,310
| -51% | -$178K | 0.08% | 234 |
|
|
2018
Q2 | $305K | Sell |
4,511
-1,801
| -29% | -$122K | 0.12% | 196 |
|
|
2018
Q1 | $457K | Buy |
6,312
+1,541
| +32% | +$112K | 0.1% | 226 |
|
|
2017
Q4 | $359K | Sell |
4,771
-1,674
| -26% | -$126K | 0.15% | 170 |
|
|
2017
Q3 | $497K | Sell |
6,445
-3,156
| -33% | -$243K | 0.14% | 164 |
|
|
2017
Q2 | $718K | Sell |
9,601
-113
| -1% | -$8.45K | 0.18% | 133 |
|
|
2017
Q1 | $670K | Sell |
9,714
-1,872
| -16% | -$129K | 0.19% | 124 |
|
|
2016
Q4 | $756K | Buy |
11,586
+377
| +3% | +$24.6K | 0.13% | 175 |
|
|
2016
Q3 | $793K | Buy |
11,209
+4,617
| +70% | +$327K | 0.14% | 158 |
|
|
2016
Q2 | $487K | Buy |
6,592
+144
| +2% | +$10.6K | 0.15% | 145 |
|
|
2016
Q1 | $418K | Buy |
6,448
+346
| +6% | +$22.4K | 0.15% | 151 |
|
|
2015
Q4 | $470K | Sell |
6,102
-335
| -5% | -$25.8K | 0.18% | 136 |
|
|
2015
Q3 | $530K | Sell |
6,437
-136
| -2% | -$11.2K | 0.19% | 118 |
|
|
2015
Q2 | $579K | Sell |
6,573
-469
| -7% | -$41.3K | 0.2% | 117 |
|
|
2015
Q1 | $622K | Sell |
7,042
-251
| -3% | -$22.2K | 0.2% | 126 |
|
|
2014
Q4 | $606K | Sell |
7,293
-4,279
| -37% | -$356K | 0.2% | 118 |
|
|
2014
Q3 | $976K | Buy |
11,572
+11,505
| +17,172% | +$970K | 0.19% | 123 |
|
|
2014
Q2 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 931 |
|