RPg Family Wealth Advisory’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-147
| Closed | -$11.1K | – | 274 |
|
|
2017
Q4 | $11.1K | Sell |
147
-27
| -16% | -$2.04K | 0.01% | 261 |
|
|
2017
Q3 | $13.4K | Buy |
+174
| New | +$13.4K | 0.01% | 249 |
|
|
2017
Q1 | – | Sell |
-460
| Closed | -$30K | – | 318 |
|
|
2016
Q4 | $30K | Sell |
460
-47
| -9% | -$3.07K | 0.03% | 156 |
|
|
2016
Q3 | $35.8K | Buy |
507
+182
| +56% | +$12.9K | 0.03% | 140 |
|
|
2016
Q2 | $24K | Buy |
+325
| New | +$24K | 0.01% | 178 |
|