Partnervest Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $244K | Buy |
+2,810
| New | +$244K | 0.08% | 203 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$201K | – | 267 |
|
|
2019
Q2 | $201K | Buy |
+2,200
| New | +$201K | 0.08% | 208 |
|
|
2014
Q3 | – | Sell |
-1,812
| Closed | -$147K | – | 585 |
|
|
2014
Q2 | $147K | Sell |
1,812
-19
| -1% | -$1.54K | 0.07% | 191 |
|
|
2014
Q1 | $140K | Sell |
1,831
-112
| -6% | -$8.56K | 0.06% | 190 |
|
|
2013
Q4 | $140K | Hold |
1,943
| – | – | 0.07% | 181 |
|
|
2013
Q3 | $134K | Sell |
1,943
-712
| -27% | -$49.1K | 0.07% | 163 |
|
|
2013
Q2 | $168K | Buy |
+2,655
| New | +$168K | 0.08% | 111 |
|