Sather Financial Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,464
| Closed | -$302K | – | 66 |
|
|
2018
Q2 | $302K | Sell |
4,464
-143
| -3% | -$9.67K | 0.07% | 64 |
|
|
2018
Q1 | $334K | Buy |
4,607
+143
| +3% | +$10.4K | 0.08% | 62 |
|
|
2017
Q4 | $336K | Hold |
4,464
| – | – | 0.08% | 57 |
|
|
2017
Q3 | $343K | Hold |
4,464
| – | – | 0.09% | 57 |
|
|
2017
Q2 | $334K | Buy |
+4,464
| New | +$334K | 0.1% | 59 |
|