Ranch Capital Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-280
| Closed | -$23K | – | 424 |
|
|
2021
Q3 | $23K | Buy |
280
+180
| +180% | +$14.8K | 0.01% | 362 |
|
|
2021
Q2 | $9K | Hold |
100
| – | – | 0.01% | 666 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | 0.01% | 668 |
|
|
2020
Q4 | $9K | Hold |
100
| – | – | 0.01% | 648 |
|
|
2020
Q3 | $8K | Hold |
100
| – | – | 0.01% | 662 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | 0.01% | 690 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 638 |
|
|
2019
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 702 |
|