Personal Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,541
| Closed | -$379K | – | 534 |
|
|
2021
Q4 | $379K | Buy |
4,541
+2,095
| +86% | +$175K | ﹤0.01% | 385 |
|
|
2021
Q3 | $200K | Buy |
+2,446
| New | +$200K | ﹤0.01% | 482 |
|
|
2021
Q2 | – | Sell |
-3,088
| Closed | -$264K | – | 501 |
|
|
2021
Q1 | $264K | Buy |
3,088
+336
| +12% | +$28.7K | ﹤0.01% | 415 |
|
|
2020
Q4 | $260K | Sell |
2,752
-302
| -10% | -$28.5K | ﹤0.01% | 402 |
|
|
2020
Q3 | $266K | Buy |
3,054
+516
| +20% | +$44.9K | ﹤0.01% | 356 |
|
|
2020
Q2 | $222K | Sell |
2,538
-810
| -24% | -$70.9K | ﹤0.01% | 333 |
|
|
2020
Q1 | $253K | Buy |
3,348
+247
| +8% | +$18.7K | ﹤0.01% | 303 |
|
|
2019
Q4 | $294K | Buy |
+3,101
| New | +$294K | ﹤0.01% | 328 |
|