Rikoon Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.34M | Sell |
15,660
-364
| -2% | -$31.1K | 0.36% | 63 |
|
|
2020
Q4 | $1.51M | Sell |
16,024
-73
| -0.5% | -$6.89K | 0.42% | 52 |
|
|
2020
Q3 | $1.4M | Buy |
16,097
+65
| +0.4% | +$5.65K | 0.43% | 52 |
|
|
2020
Q2 | $1.4M | Buy |
16,032
+2,653
| +20% | +$232K | 0.47% | 48 |
|
|
2020
Q1 | $1.1M | Buy |
13,379
+1,957
| +17% | +$161K | 0.46% | 54 |
|
|
2019
Q4 | $1.08M | Sell |
11,422
-210
| -2% | -$19.9K | 0.37% | 74 |
|
|
2019
Q3 | $1.01M | Hold |
11,632
| – | – | 0.37% | 73 |
|
|
2019
Q2 | $1.06M | Sell |
11,632
-2,414
| -17% | -$220K | 0.4% | 69 |
|
|
2019
Q1 | $1.21M | Sell |
14,046
-517
| -4% | -$44.5K | 0.45% | 58 |
|
|
2018
Q4 | $1.12M | Buy |
14,563
+1,228
| +9% | +$94.4K | 0.46% | 57 |
|
|
2018
Q3 | $1.03M | Sell |
13,335
-2,296
| -15% | -$177K | 0.36% | 76 |
|
|
2018
Q2 | $1.06M | Buy |
15,631
+582
| +4% | +$39.4K | 0.4% | 67 |
|
|
2018
Q1 | $1.07M | Buy |
15,049
+104
| +0.7% | +$7.42K | 0.43% | 60 |
|
|
2017
Q4 | $1.12M | Buy |
14,945
+66
| +0.4% | +$4.96K | 0.46% | 61 |
|
|
2017
Q3 | $1.15M | Hold |
14,879
| – | – | 0.5% | 55 |
|
|
2017
Q2 | $1.11M | Sell |
14,879
-809
| -5% | -$60.5K | 0.49% | 58 |
|
|
2017
Q1 | $1.08M | Buy |
15,688
+837
| +6% | +$57.8K | 0.48% | 58 |
|
|
2016
Q4 | $1M | Buy |
14,851
+1,777
| +14% | +$120K | 0.44% | 67 |
|
|
2016
Q3 | $925K | Buy |
+13,074
| New | +$925K | 0.73% | 49 |
|