Strategic Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,366
| Closed | -$568K | – | 135 |
|
|
2015
Q4 | $568K | Sell |
7,366
-334
| -4% | -$25.7K | 0.37% | 79 |
|
|
2015
Q3 | $634K | Hold |
7,700
| – | – | 0.44% | 74 |
|
|
2015
Q2 | $679K | Buy |
+7,700
| New | +$679K | 0.43% | 75 |
|
|
2015
Q1 | – | Sell |
-7,366
| Closed | -$612K | – | 138 |
|
|
2014
Q4 | $612K | Sell |
7,366
-1,450
| -16% | -$120K | 0.4% | 85 |
|
|
2014
Q3 | $744K | Buy |
+8,816
| New | +$744K | 0.49% | 73 |
|