TD Ameritrade Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22
| Closed | -$2K | – | 330 |
|
|
2023
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $2K | Sell |
22
-40
| -65% | -$3.64K | ﹤0.01% | 497 |
|
|
2022
Q4 | $6K | Sell |
62
-86
| -58% | -$8.32K | ﹤0.01% | 424 |
|
|
2022
Q3 | $11K | Sell |
148
-68
| -31% | -$5.05K | ﹤0.01% | 382 |
|
|
2022
Q2 | $18K | Sell |
216
-177
| -45% | -$14.8K | ﹤0.01% | 388 |
|
|
2022
Q1 | $34K | Sell |
393
-90
| -19% | -$7.79K | ﹤0.01% | 388 |
|
|
2021
Q4 | $42K | Sell |
483
-320
| -40% | -$27.8K | ﹤0.01% | 367 |
|
|
2021
Q3 | $70K | Buy |
803
+288
| +56% | +$25.1K | ﹤0.01% | 293 |
|
|
2021
Q2 | $47K | Sell |
515
-362
| -41% | -$33K | ﹤0.01% | 344 |
|
|
2021
Q1 | $83K | Hold |
877
| – | – | ﹤0.01% | 286 |
|
|
2020
Q4 | $83K | Buy |
877
+74
| +9% | +$7K | ﹤0.01% | 286 |
|
|
2020
Q3 | $70K | Sell |
803
-3
| -0.4% | -$262 | ﹤0.01% | 293 |
|
|
2020
Q2 | $70K | Sell |
806
-288
| -26% | -$25K | ﹤0.01% | 278 |
|
|
2020
Q1 | $90K | Buy |
1,094
+120
| +12% | +$9.87K | ﹤0.01% | 245 |
|
|
2019
Q4 | $92K | Buy |
974
+305
| +46% | +$28.8K | ﹤0.01% | 249 |
|
|
2019
Q3 | $58K | Buy |
669
+27
| +4% | +$2.34K | ﹤0.01% | 271 |
|
|
2019
Q2 | $59K | Buy |
642
+87
| +16% | +$8K | ﹤0.01% | 244 |
|
|
2019
Q1 | $48K | Buy |
555
+43
| +8% | +$3.72K | ﹤0.01% | 247 |
|
|
2018
Q4 | $39K | Sell |
512
-47
| -8% | -$3.58K | ﹤0.01% | 251 |
|
|
2018
Q3 | $43K | Buy |
559
+522
| +1,411% | +$40.2K | ﹤0.01% | 217 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 366 |
|