Rational Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,178
| Closed | -$1.17M | – | 559 |
|
|
2018
Q3 | $1.17M | Buy |
+15,178
| New | +$1.17M | 0.28% | 92 |
|
|
2015
Q3 | $101K | Hold |
1,228
| – | – | 0.04% | 210 |
|
|
2015
Q2 | $108K | Buy |
+1,228
| New | +$108K | 0.03% | 210 |
|
|
2015
Q1 | – | Sell |
-6,696
| Closed | -$556K | – | 521 |
|
|
2014
Q4 | $556K | Buy |
+6,696
| New | +$556K | 0.11% | 174 |
|
|
2013
Q4 | $851K | Hold |
11,818
| – | – | 0.07% | 300 |
|
|
2013
Q3 | $812K | Hold |
11,818
| – | – | 0.06% | 340 |
|
|
2013
Q2 | $749K | Buy |
+11,818
| New | +$749K | 0.06% | 348 |
|