Regal Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,400
| Closed | -$203K | – | 514 |
|
|
2022
Q2 | $203K | Buy |
2,400
+64
| +3% | +$5.41K | 0.02% | 459 |
|
|
2022
Q1 | $205K | Buy |
+2,336
| New | +$205K | 0.02% | 501 |
|
|
2021
Q4 | – | Sell |
-2,837
| Closed | -$232K | – | 547 |
|
|
2021
Q3 | $232K | Buy |
2,837
+413
| +17% | +$33.8K | 0.02% | 475 |
|
|
2021
Q2 | $221K | Buy |
+2,424
| New | +$221K | 0.02% | 495 |
|
|
2021
Q1 | – | Sell |
-2,663
| Closed | -$251K | – | 294 |
|
|
2020
Q4 | $251K | Buy |
+2,663
| New | +$251K | 0.03% | 398 |
|
|
2020
Q3 | – | Sell |
-3,410
| Closed | -$298K | – | 184 |
|
|
2020
Q2 | $298K | Buy |
+3,410
| New | +$298K | 0.05% | 243 |
|
|
2018
Q2 | – | Sell |
-3,816
| Closed | -$276K | – | 299 |
|
|
2018
Q1 | $276K | Buy |
3,816
+119
| +3% | +$8.61K | 0.06% | 241 |
|
|
2017
Q4 | $278K | Buy |
3,697
+353
| +11% | +$26.5K | 0.06% | 232 |
|
|
2017
Q3 | $257K | Buy |
+3,344
| New | +$257K | 0.06% | 232 |
|
|
2016
Q1 | – | Sell |
-3,296
| Closed | -$254K | – | 278 |
|
|
2015
Q4 | $254K | Buy |
3,296
+23
| +0.7% | +$1.77K | 0.07% | 221 |
|
|
2015
Q3 | $269K | Sell |
3,273
-95
| -3% | -$7.81K | 0.07% | 200 |
|
|
2015
Q2 | $296K | Sell |
3,368
-188
| -5% | -$16.5K | 0.08% | 187 |
|
|
2015
Q1 | $314K | Buy |
3,556
+1,016
| +40% | +$89.7K | 0.08% | 194 |
|
|
2014
Q4 | $211K | Buy |
2,540
+578
| +29% | +$48K | 0.06% | 220 |
|
|
2014
Q3 | $165K | Buy |
1,962
+1,312
| +202% | +$110K | 0.05% | 240 |
|
|
2014
Q2 | $53K | Buy |
+650
| New | +$53K | 0.02% | 377 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 926 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 909 |
|