Smith Hayes Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $331K | Buy |
5,107
+1,556
| +44% | +$101K | 0.07% | 240 |
|
|
2015
Q4 | $274K | Buy |
3,551
+52
| +1% | +$4.01K | 0.06% | 264 |
|
|
2015
Q3 | $288K | Sell |
3,499
-387
| -10% | -$31.9K | 0.06% | 245 |
|
|
2015
Q2 | $342K | Buy |
3,886
+290
| +8% | +$25.5K | 0.07% | 239 |
|
|
2015
Q1 | $318K | Hold |
3,596
| – | – | 0.06% | 251 |
|
|
2014
Q4 | $299K | Hold |
3,596
| – | – | 0.06% | 244 |
|
|
2014
Q3 | $303K | Hold |
3,596
| – | – | 0.07% | 235 |
|
|
2014
Q2 | $292K | Sell |
3,596
-291
| -7% | -$23.6K | 0.07% | 236 |
|
|
2014
Q1 | $296K | Buy |
3,887
+61
| +2% | +$4.65K | 0.07% | 224 |
|
|
2013
Q4 | $276K | Buy |
3,826
+90
| +2% | +$6.49K | 0.09% | 206 |
|
|
2013
Q3 | $257K | Sell |
3,736
-333
| -8% | -$22.9K | 0.1% | 201 |
|
|
2013
Q2 | $258K | Buy |
+4,069
| New | +$258K | 0.11% | 194 |
|