Squar Milner Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,033
| Closed | -$167K | – | 548 |
|
|
2020
Q1 | $167K | Sell |
2,033
-2,173
| -52% | -$179K | 0.1% | 188 |
|
|
2019
Q4 | $398K | Buy |
4,206
+1,741
| +71% | +$165K | 0.2% | 112 |
|
|
2019
Q3 | $214K | Buy |
2,465
+469
| +23% | +$40.7K | 0.11% | 202 |
|
|
2019
Q2 | $182K | Buy |
1,996
+168
| +9% | +$15.3K | 0.12% | 176 |
|
|
2019
Q1 | $157K | Buy |
1,828
+316
| +21% | +$27.1K | 0.12% | 199 |
|
|
2018
Q4 | $116K | Buy |
1,512
+183
| +14% | +$14K | 0.11% | 205 |
|
|
2018
Q3 | $103K | Sell |
1,329
-41
| -3% | -$3.18K | 0.09% | 238 |
|
|
2018
Q2 | $93K | Buy |
+1,370
| New | +$93K | 0.08% | 258 |
|