Shorepoint Capital Partners’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 |
-21,926
| Closed | -$1.92M | – | 78 |
|
|
2020
Q2 | $1.92M | Sell |
21,926
-2,965
| -12% | -$259K | 1.25% | 35 |
|
|
2020
Q1 | $2.05M | Buy |
24,891
+129
| +0.5% | +$10.6K | 1.65% | 25 |
|
|
2019
Q4 | $2.35M | Sell |
24,762
-1,183
| -5% | -$112K | 1.34% | 29 |
|
|
2019
Q3 | $2.26M | Sell |
25,945
-1,388
| -5% | -$121K | 1.33% | 30 |
|
|
2019
Q2 | $2.5M | Sell |
27,333
-2,445
| -8% | -$223K | 1.42% | 26 |
|
|
2019
Q1 | $2.57M | Buy |
+29,778
| New | +$2.57M | 1.45% | 27 |
|