Taylor Hoffman Wealth Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$87K | – | 280 |
|
|
2020
Q2 | $87K | Buy |
+1,000
| New | +$87K | 0.05% | 156 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$95K | – | 293 |
|
|
2019
Q4 | $95K | Sell |
1,000
-34
| -3% | -$3.23K | 0.06% | 166 |
|
|
2019
Q3 | $90K | Buy |
1,034
+34
| +3% | +$2.96K | 0.06% | 160 |
|
|
2019
Q2 | $91K | Sell |
1,000
-116
| -10% | -$10.6K | 0.07% | 154 |
|
|
2019
Q1 | $96K | Hold |
1,116
| – | – | 0.07% | 148 |
|
|
2018
Q4 | $86K | Hold |
1,116
| – | – | 0.08% | 136 |
|
|
2018
Q3 | $86K | Hold |
1,116
| – | – | 0.07% | 145 |
|
|
2018
Q2 | $76K | Hold |
1,116
| – | – | 0.07% | 146 |
|
|
2018
Q1 | $81K | Hold |
1,116
| – | – | 0.07% | 142 |
|
|
2017
Q4 | $84K | Buy |
+1,116
| New | +$84K | 0.08% | 139 |
|