Seneca House Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,333
| Closed | -$204K | – | 72 |
|
|
2020
Q2 | $204K | Buy |
+2,333
| New | +$204K | 0.17% | 68 |
|
|
2020
Q1 | – | Sell |
-2,222
| Closed | -$210K | – | 76 |
|
|
2019
Q4 | $210K | Buy |
+2,222
| New | +$210K | 0.18% | 85 |
|
|
2018
Q3 | – | Sell |
-2,969
| Closed | -$201K | – | 102 |
|
|
2018
Q2 | $201K | Buy |
2,969
+62
| +2% | +$4.2K | 0.16% | 95 |
|
|
2018
Q1 | $211K | Hold |
2,907
| – | – | 0.18% | 91 |
|
|
2017
Q4 | $219K | Buy |
+2,907
| New | +$219K | 0.19% | 91 |
|