Rand Wealth’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $5.21M | Buy |
67,450
+5,077
| +8% | +$392K | 0.58% | 52 |
|
|
2018
Q2 | $4.22M | Sell |
62,373
-10,421
| -14% | -$705K | 0.47% | 59 |
|
|
2018
Q1 | $5.27M | Buy |
72,794
+233
| +0.3% | +$16.9K | 0.59% | 50 |
|
|
2017
Q4 | $5.46M | Buy |
72,561
+2,580
| +4% | +$194K | 0.6% | 52 |
|
|
2017
Q3 | $5.38M | Buy |
69,981
+196
| +0.3% | +$15.1K | 0.62% | 48 |
|
|
2017
Q2 | $5.22M | Buy |
69,785
+393
| +0.6% | +$29.4K | 0.71% | 45 |
|
|
2017
Q1 | $4.62M | Sell |
69,392
-2,950
| -4% | -$196K | 0.55% | 53 |
|
|
2016
Q4 | $4.72M | Buy |
72,342
+843
| +1% | +$55K | 0.6% | 54 |
|
|
2016
Q3 | $5.06M | Buy |
71,499
+3,484
| +5% | +$247K | 0.66% | 51 |
|
|
2016
Q2 | $5.03M | Buy |
68,015
+7,998
| +13% | +$591K | 0.68% | 48 |
|
|
2016
Q1 | $3.9M | Buy |
60,017
+2,736
| +5% | +$178K | 0.54% | 60 |
|
|
2015
Q4 | $4.42M | Buy |
57,281
+2,670
| +5% | +$206K | 0.62% | 50 |
|
|
2015
Q3 | $4.5M | Buy |
54,611
+9,407
| +21% | +$775K | 0.66% | 50 |
|
|
2015
Q2 | $3.98M | Buy |
45,204
+616
| +1% | +$54.3K | 0.54% | 51 |
|
|
2015
Q1 | $3.94M | Buy |
44,588
+5,544
| +14% | +$490K | 0.53% | 51 |
|
|
2014
Q4 | $3.38M | Buy |
39,044
+1,181
| +3% | +$102K | 0.46% | 62 |
|
|
2014
Q3 | $3.19M | Sell |
37,863
-1,482
| -4% | -$125K | 0.46% | 58 |
|
|
2014
Q2 | $3.19M | Sell |
39,345
-17,053
| -30% | -$1.38M | 0.46% | 59 |
|
|
2014
Q1 | $4.3M | Buy |
56,398
+2,779
| +5% | +$212K | 0.74% | 36 |
|
|
2013
Q4 | $3.86M | Buy |
53,619
+1,907
| +4% | +$137K | 0.68% | 40 |
|
|
2013
Q3 | $3.56M | Sell |
51,712
-598
| -1% | -$41.1K | 0.7% | 41 |
|
|
2013
Q2 | $3.31M | Buy |
+52,310
| New | +$3.31M | 0.73% | 42 |
|