Stanford Investment Group’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-146
| Closed | -$10K | – | 193 |
|
|
2016
Q4 | $10K | Sell |
146
-133
| -48% | -$9.11K | ﹤0.01% | 306 |
|
|
2016
Q3 | $20K | Hold |
279
| – | – | 0.01% | 262 |
|
|
2016
Q2 | $21K | Hold |
279
| – | – | 0.01% | 244 |
|
|
2016
Q1 | $18K | Hold |
279
| – | – | 0.01% | 255 |
|
|
2015
Q4 | $22K | Buy |
279
+133
| +91% | +$10.5K | 0.01% | 211 |
|
|
2015
Q3 | $12K | Hold |
146
| – | – | 0.01% | 263 |
|
|
2015
Q2 | $13K | Hold |
146
| – | – | 0.01% | 270 |
|
|
2015
Q1 | $13K | Hold |
146
| – | – | 0.01% | 269 |
|
|
2014
Q4 | $12K | Buy |
+146
| New | +$12K | 0.01% | 273 |
|