Sheaff Brock Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,657
| Closed | -$204K | – | 555 |
|
|
2017
Q3 | $204K | Sell |
2,657
-391
| -13% | -$30K | 0.03% | 482 |
|
|
2017
Q2 | $228K | Buy |
+3,048
| New | +$228K | 0.03% | 470 |
|
|
2016
Q4 | – | Sell |
-3,364
| Closed | -$238K | – | 634 |
|
|
2016
Q3 | $238K | Sell |
3,364
-167
| -5% | -$11.8K | 0.03% | 423 |
|
|
2016
Q2 | $261K | Sell |
3,531
-83
| -2% | -$6.14K | 0.03% | 408 |
|
|
2016
Q1 | $235K | Sell |
3,614
-334
| -8% | -$21.7K | 0.03% | 448 |
|
|
2015
Q4 | $304K | Buy |
+3,948
| New | +$304K | 0.03% | 405 |
|