Shine Investment Advisory Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $81K | Hold |
930
| – | – | 0.03% | 223 |
|
|
2020
Q2 | $81K | Buy |
930
+86
| +10% | +$7.49K | 0.03% | 222 |
|
|
2020
Q1 | $70K | Sell |
844
-213
| -20% | -$17.7K | 0.03% | 226 |
|
|
2019
Q4 | $100K | Buy |
1,057
+250
| +31% | +$23.7K | 0.04% | 212 |
|
|
2019
Q3 | $70K | Hold |
807
| – | – | 0.03% | 242 |
|
|
2019
Q2 | $74K | Sell |
807
-114
| -12% | -$10.5K | 0.03% | 232 |
|
|
2019
Q1 | $79K | Sell |
921
-474
| -34% | -$40.7K | 0.04% | 223 |
|
|
2018
Q4 | $107K | Sell |
1,395
-147
| -10% | -$11.3K | 0.05% | 161 |
|
|
2018
Q3 | $119K | Buy |
1,542
+28
| +2% | +$2.16K | 0.06% | 155 |
|
|
2018
Q2 | $103K | Buy |
1,514
+491
| +48% | +$33.4K | 0.05% | 170 |
|
|
2018
Q1 | $74K | Buy |
1,023
+195
| +24% | +$14.1K | 0.04% | 227 |
|
|
2017
Q4 | $62K | Hold |
828
| – | – | 0.03% | 257 |
|
|
2017
Q3 | $64K | Hold |
828
| – | – | 0.03% | 249 |
|
|
2017
Q2 | $62K | Buy |
+828
| New | +$62K | 0.03% | 238 |
|