Progressive Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-715
| Closed | -$63K | – | 76 |
|
|
2015
Q1 | $63K | Sell |
715
-167
| -19% | -$14.7K | 0.22% | 58 |
|
|
2014
Q4 | $73K | Buy |
882
+92
| +12% | +$7.62K | 0.03% | 53 |
|
|
2014
Q3 | $67K | Buy |
+790
| New | +$67K | 0.02% | 49 |
|
|
2013
Q4 | – | Sell |
-167
| Closed | -$12K | – | 60 |
|
|
2013
Q3 | $12K | Hold |
167
| – | – | ﹤0.01% | 46 |
|
|
2013
Q2 | $11K | Buy |
+167
| New | +$11K | ﹤0.01% | 45 |
|