Northeast Financial Consultants’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,900
| Closed | -$651K | – | 303 |
|
|
2020
Q1 | $651K | Hold |
7,900
| – | – | 0.07% | 150 |
|
|
2019
Q4 | $748K | Sell |
7,900
-156
| -2% | -$14.8K | 0.07% | 152 |
|
|
2019
Q3 | $700K | Hold |
8,056
| – | – | 0.07% | 157 |
|
|
2019
Q2 | $736K | Sell |
8,056
-934
| -10% | -$85.3K | 0.08% | 152 |
|
|
2019
Q1 | $775K | Buy |
+8,990
| New | +$775K | 0.09% | 140 |
|
|
2016
Q3 | – | Sell |
-2,790
| Closed | -$206K | – | 160 |
|
|
2016
Q2 | $206K | Buy |
+2,790
| New | +$206K | 0.09% | 138 |
|
|
2016
Q1 | – | Sell |
-2,790
| Closed | -$215K | – | 138 |
|
|
2015
Q4 | $215K | Hold |
2,790
| – | – | 0.11% | 116 |
|
|
2015
Q3 | $230K | Hold |
2,790
| – | – | 0.12% | 118 |
|
|
2015
Q2 | $246K | Hold |
2,790
| – | – | 0.11% | 127 |
|
|
2015
Q1 | $247K | Hold |
2,790
| – | – | 0.11% | 117 |
|
|
2014
Q4 | $232K | Hold |
2,790
| – | – | 0.12% | 114 |
|
|
2014
Q3 | $235K | Hold |
2,790
| – | – | 0.13% | 116 |
|
|
2014
Q2 | $226K | Hold |
2,790
| – | – | 0.13% | 112 |
|
|
2014
Q1 | $213K | Hold |
2,790
| – | – | 0.13% | 111 |
|
|
2013
Q4 | $201K | Buy |
+2,790
| New | +$201K | 0.13% | 97 |
|