Private Wealth Advisors (Pennsylvania)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,125
| Closed | -$257K | – | 119 |
|
|
2015
Q3 | $257K | Hold |
3,125
| – | – | 0.13% | 122 |
|
|
2015
Q2 | $275K | Hold |
3,125
| – | – | 0.12% | 121 |
|
|
2015
Q1 | $276K | Hold |
3,125
| – | – | 0.13% | 119 |
|
|
2014
Q4 | $259K | Hold |
3,125
| – | – | 0.13% | 111 |
|
|
2014
Q3 | $264K | Buy |
3,125
+112
| +4% | +$9.46K | 0.14% | 108 |
|
|
2014
Q2 | $244K | Hold |
3,013
| – | – | 0.13% | 111 |
|
|
2014
Q1 | $230K | Hold |
3,013
| – | – | 0.13% | 113 |
|
|
2013
Q4 | $217K | Hold |
3,013
| – | – | 0.12% | 114 |
|
|
2013
Q3 | $207K | Buy |
+3,013
| New | +$207K | 0.12% | 111 |
|