SMG
Spectrum Management Group’s Novartis NVS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-695
| Closed | -$61K | – | 264 |
|
2020
Q2 | $61K | Hold |
695
| – | – | 0.02% | 137 |
|
2020
Q1 | $57K | Hold |
695
| – | – | 0.02% | 121 |
|
2019
Q4 | $66K | Hold |
695
| – | – | 0.03% | 140 |
|
2019
Q3 | $60K | Hold |
695
| – | – | 0.02% | 135 |
|
2019
Q2 | $63K | Hold |
695
| – | – | 0.02% | 145 |
|
2019
Q1 | $67K | Buy |
+695
| New | +$67K | 0.02% | 125 |
|
2017
Q4 | – | Sell |
-13
| Closed | -$1K | – | 354 |
|
2017
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 332 |
|
2015
Q1 | – | Sell |
-151
| Closed | -$14K | – | 133 |
|
2014
Q4 | $14K | Hold |
151
| – | – | 0.01% | 95 |
|
2014
Q3 | $14K | Hold |
151
| – | – | 0.01% | 93 |
|
2014
Q2 | $14K | Hold |
151
| – | – | 0.01% | 97 |
|
2014
Q1 | $13K | Hold |
151
| – | – | 0.01% | 98 |
|
2013
Q4 | $12K | Buy |
+151
| New | +$12K | 0.01% | 112 |
|