Spero-Smith Investment Advisers’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | $1.7M | Sell |
23,974
-279
| -1% | -$19.7K | 2.28% | 19 |
|
2016
Q2 | $1.79M | Buy |
24,253
+140
| +0.6% | +$10.4K | 2.23% | 20 |
|
2016
Q1 | $1.57M | Buy |
24,113
+44
| +0.2% | +$2.86K | 1.96% | 23 |
|
2015
Q4 | $1.86M | Sell |
24,069
-664
| -3% | -$51.2K | 2.36% | 19 |
|
2015
Q3 | $2.04M | Sell |
24,733
-8,561
| -26% | -$705K | 2.76% | 14 |
|
2015
Q2 | $2.93M | Sell |
33,294
-223
| -0.7% | -$19.7K | 3.34% | 6 |
|
2015
Q1 | $2.96M | Sell |
33,517
-417
| -1% | -$36.9K | 3.29% | 5 |
|
2014
Q4 | $2.82M | Buy |
33,934
+50
| +0.1% | +$4.15K | 3.2% | 8 |
|
2014
Q3 | $2.86M | Sell |
33,884
-597
| -2% | -$50.3K | 3.32% | 7 |
|
2014
Q2 | $2.8M | Sell |
34,481
-703
| -2% | -$57K | 3.16% | 8 |
|
2014
Q1 | $2.68M | Sell |
35,184
-218
| -0.6% | -$16.6K | 3.17% | 8 |
|
2013
Q4 | $2.55M | Sell |
35,402
-1,492
| -4% | -$107K | 2.92% | 11 |
|
2013
Q3 | $2.54M | Sell |
36,894
-1,830
| -5% | -$126K | 3.15% | 10 |
|
2013
Q2 | $2.45M | Buy |
+38,724
| New | +$2.45M | 3.05% | 7 |
|