Oak Ridge Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,587
| Closed | -$488K | – | 186 |
|
|
2020
Q2 | $488K | Buy |
5,587
+177
| +3% | +$15.5K | 0.04% | 162 |
|
|
2020
Q1 | $446K | Sell |
5,410
-473
| -8% | -$39K | 0.05% | 156 |
|
|
2019
Q4 | $557K | Sell |
5,883
-783
| -12% | -$74.1K | 0.04% | 163 |
|
|
2019
Q3 | $579K | Hold |
6,666
| – | – | 0.04% | 158 |
|
|
2019
Q2 | $608K | Sell |
6,666
-800
| -11% | -$73K | 0.04% | 157 |
|
|
2019
Q1 | $643K | Hold |
7,466
| – | – | 0.04% | 154 |
|
|
2018
Q4 | $574K | Sell |
7,466
-138
| -2% | -$10.6K | 0.04% | 150 |
|
|
2018
Q3 | $587K | Buy |
7,604
+478
| +7% | +$36.9K | 0.03% | 151 |
|
|
2018
Q2 | $482K | Buy |
7,126
+405
| +6% | +$27.4K | 0.03% | 149 |
|
|
2018
Q1 | $487K | Sell |
6,721
-61
| -0.9% | -$4.42K | 0.03% | 151 |
|
|
2017
Q4 | $510K | Buy |
+6,782
| New | +$510K | 0.02% | 153 |
|