Poehling Capital Management’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 |
-4,745
| Closed | -$391K | – | 117 |
|
|
2020
Q1 | $391K | Buy |
4,745
+150
| +3% | +$12.4K | 0.29% | 67 |
|
|
2019
Q4 | $435K | Buy |
4,595
+175
| +4% | +$16.6K | 0.28% | 74 |
|
|
2019
Q3 | $384K | Sell |
4,420
-390
| -8% | -$33.9K | 0.28% | 70 |
|
|
2019
Q2 | $439K | Sell |
4,810
-458
| -9% | -$41.8K | 0.29% | 74 |
|
|
2019
Q1 | $454K | Sell |
5,268
-33
| -0.6% | -$2.84K | 0.33% | 72 |
|
|
2018
Q4 | $408K | Sell |
5,301
-424
| -7% | -$32.6K | 0.39% | 66 |
|
|
2018
Q3 | $442K | Buy |
5,725
+1,741
| +44% | +$134K | 0.31% | 79 |
|
|
2018
Q2 | $270K | Sell |
3,984
-1,981
| -33% | -$134K | 0.24% | 81 |
|
|
2018
Q1 | $432K | Hold |
5,965
| – | – | 0.35% | 70 |
|
|
2017
Q4 | $449K | Buy |
+5,965
| New | +$449K | 0.38% | 73 |
|