Taylor Wealth Management Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-156
| Closed | -$12K | – | 94 |
|
|
2018
Q4 | $12K | Hold |
156
| – | – | 0.01% | 82 |
|
|
2018
Q3 | $12K | Buy |
+156
| New | +$12K | 0.01% | 96 |
|
|
2015
Q4 | – | Sell |
-753
| Closed | -$62K | – | 158 |
|
|
2015
Q3 | $62K | Sell |
753
-168
| -18% | -$13.8K | 0.03% | 71 |
|
|
2015
Q2 | $81K | Buy |
921
+754
| +451% | +$66.3K | 0.03% | 77 |
|
|
2015
Q1 | $15K | Buy |
+167
| New | +$15K | ﹤0.01% | 124 |
|