Northstar Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $642K | Hold |
7,384
| – | – | 0.3% | 79 |
|
|
2020
Q2 | $644K | Sell |
7,384
-496
| -6% | -$43.3K | 0.27% | 91 |
|
|
2020
Q1 | $649K | Sell |
7,880
-870
| -10% | -$71.7K | 0.33% | 79 |
|
|
2019
Q4 | $828K | Buy |
8,750
+65
| +0.7% | +$6.15K | 0.34% | 86 |
|
|
2019
Q3 | $755K | Hold |
8,685
| – | – | 0.33% | 87 |
|
|
2019
Q2 | $793K | Sell |
8,685
-1,395
| -14% | -$127K | 0.35% | 84 |
|
|
2019
Q1 | $868K | Buy |
10,080
+11
| +0.1% | +$947 | 0.4% | 73 |
|
|
2018
Q4 | $774K | Hold |
10,069
| – | – | 0.41% | 71 |
|
|
2018
Q3 | $777K | Sell |
10,069
-32
| -0.3% | -$2.47K | 0.37% | 78 |
|
|
2018
Q2 | $683K | Sell |
10,101
-1,099
| -10% | -$74.3K | 0.34% | 87 |
|
|
2018
Q1 | $811K | Buy |
+11,200
| New | +$811K | 0.41% | 76 |
|