Private Capital Management (Minnesota)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $386K | Hold |
5,022
| – | – | 0.43% | 110 |
|
|
2017
Q2 | $376K | Sell |
5,022
-3,571
| -42% | -$267K | 0.42% | 111 |
|
|
2017
Q1 | $572K | Sell |
8,593
-1,451
| -14% | -$96.6K | 0.63% | 56 |
|
|
2016
Q4 | $656K | Sell |
10,044
-3,125
| -24% | -$204K | 0.73% | 41 |
|
|
2016
Q3 | $932K | Hold |
13,169
| – | – | 0.98% | 25 |
|
|
2016
Q2 | $974K | Sell |
13,169
-1,506
| -10% | -$111K | 0.96% | 25 |
|
|
2016
Q1 | $952K | Buy |
14,675
+5,077
| +53% | +$329K | 0.87% | 27 |
|
|
2015
Q4 | $740K | Buy |
+9,598
| New | +$740K | 0.68% | 47 |
|