Tiedemann Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,868
| Closed | -$275K | – | 304 |
|
|
2017
Q3 | $275K | Buy |
3,868
+141
| +4% | +$10K | 0.02% | 293 |
|
|
2017
Q2 | $279K | Sell |
3,727
-208
| -5% | -$15.6K | 0.02% | 376 |
|
|
2017
Q1 | $262K | Sell |
3,935
-2,348
| -37% | -$156K | 0.02% | 333 |
|
|
2016
Q4 | $410K | Buy |
6,283
+2,935
| +88% | +$192K | 0.04% | 234 |
|
|
2016
Q3 | $218K | Buy |
+3,348
| New | +$218K | 0.05% | 121 |
|