PagnatoKarp Partners’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 |
-18,587
| Closed | -$1.53M | – | 99 |
|
|
2020
Q1 | $1.53M | Buy |
18,587
+8
| +0% | +$659 | 0.38% | 41 |
|
|
2019
Q4 | $1.76M | Hold |
18,579
| – | – | 0.31% | 43 |
|
|
2019
Q3 | $1.61M | Sell |
18,579
-308
| -2% | -$26.8K | 0.32% | 47 |
|
|
2019
Q2 | $1.73M | Sell |
18,887
-2,063
| -10% | -$188K | 0.37% | 38 |
|
|
2019
Q1 | $1.81M | Buy |
20,950
+7
| +0% | +$603 | 0.4% | 40 |
|
|
2018
Q4 | $1.61M | Sell |
20,943
-62
| -0.3% | -$4.77K | 0.34% | 44 |
|
|
2018
Q3 | $1.62M | Buy |
21,005
+62
| +0.3% | +$4.79K | 0.47% | 34 |
|
|
2018
Q2 | $1.42M | Sell |
20,943
-28
| -0.1% | -$1.9K | 0.45% | 36 |
|
|
2018
Q1 | $1.57M | Buy |
20,971
+526
| +3% | +$39.4K | 0.66% | 27 |
|
|
2017
Q4 | $1.54M | Hold |
20,445
| – | – | 0.45% | 31 |
|
|
2017
Q3 | $1.57M | Hold |
20,445
| – | – | 0.4% | 28 |
|
|
2017
Q2 | $1.53M | Buy |
20,445
+226
| +1% | +$16.9K | 0.46% | 30 |
|
|
2017
Q1 | $1.4M | Sell |
20,219
-357
| -2% | -$24.6K | 0.4% | 33 |
|
|
2016
Q4 | $1.34M | Buy |
+20,576
| New | +$1.34M | 0.4% | 36 |
|