Point View Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $775K | Buy |
8,208
+265
| +3% | +$25K | 0.31% | 106 |
|
|
2020
Q3 | $691K | Sell |
7,943
-141
| -2% | -$12.3K | 0.33% | 97 |
|
|
2020
Q2 | $706K | Sell |
8,084
-91
| -1% | -$7.95K | 0.34% | 97 |
|
|
2020
Q1 | $674K | Sell |
8,175
-222
| -3% | -$18.3K | 0.37% | 94 |
|
|
2019
Q4 | $795K | Sell |
8,397
-67
| -0.8% | -$6.34K | 0.33% | 106 |
|
|
2019
Q3 | $735K | Sell |
8,464
-95
| -1% | -$8.25K | 0.33% | 103 |
|
|
2019
Q2 | $782K | Sell |
8,559
-1,021
| -11% | -$93.3K | 0.33% | 99 |
|
|
2019
Q1 | $825K | Sell |
9,580
-551
| -5% | -$47.5K | 0.37% | 96 |
|
|
2018
Q4 | $779K | Buy |
10,131
+33
| +0.3% | +$2.54K | 0.39% | 89 |
|
|
2018
Q3 | $780K | Buy |
10,098
+229
| +2% | +$17.7K | 0.35% | 101 |
|
|
2018
Q2 | $668K | Sell |
9,869
-150
| -1% | -$10.2K | 0.31% | 115 |
|
|
2018
Q1 | $726K | Buy |
10,019
+209
| +2% | +$15.1K | 0.35% | 106 |
|
|
2017
Q4 | $738K | Buy |
9,810
+232
| +2% | +$17.5K | 0.35% | 98 |
|
|
2017
Q3 | $737K | Sell |
9,578
-553
| -5% | -$42.6K | 0.35% | 103 |
|
|
2017
Q2 | $758K | Buy |
10,131
+2,063
| +26% | +$154K | 0.37% | 97 |
|
|
2017
Q1 | $537K | Buy |
8,068
+311
| +4% | +$20.7K | 0.28% | 130 |
|
|
2016
Q4 | $506K | Sell |
7,757
-768
| -9% | -$50.1K | 0.29% | 122 |
|
|
2016
Q3 | $603K | Sell |
8,525
-228
| -3% | -$16.1K | 0.36% | 108 |
|
|
2016
Q2 | $647K | Sell |
8,753
-129
| -1% | -$9.54K | 0.39% | 92 |
|
|
2016
Q1 | $577K | Buy |
8,882
+173
| +2% | +$11.2K | 0.37% | 102 |
|
|
2015
Q4 | $671K | Hold |
8,709
| – | – | 0.48% | 78 |
|
|
2015
Q3 | $717K | Buy |
8,709
+27
| +0.3% | +$2.22K | 0.57% | 65 |
|
|
2015
Q2 | $765K | Sell |
8,682
-19
| -0.2% | -$1.67K | 0.59% | 57 |
|
|
2015
Q1 | $769K | Buy |
8,701
+236
| +3% | +$20.9K | 0.59% | 59 |
|
|
2014
Q4 | $703K | Sell |
8,465
-467
| -5% | -$38.8K | 0.52% | 61 |
|
|
2014
Q3 | $753K | Sell |
8,932
-373
| -4% | -$31.4K | 0.64% | 49 |
|
|
2014
Q2 | $755K | Sell |
9,305
-15
| -0.2% | -$1.22K | 0.65% | 50 |
|
|
2014
Q1 | $710K | Sell |
9,320
-507
| -5% | -$38.6K | 0.65% | 51 |
|
|
2013
Q4 | $708K | Buy |
+9,827
| New | +$708K | 0.67% | 50 |
|