Tortoise Investment Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10
| Closed | -$1.15K | – | 875 |
|
|
2024
Q3 | $1.15K | Buy |
+10
| New | +$1.15K | ﹤0.01% | 801 |
|
|
2024
Q2 | – | Sell |
-26
| Closed | -$2.52K | – | 889 |
|
|
2024
Q1 | $2.52K | Buy |
+26
| New | +$2.52K | ﹤0.01% | 746 |
|
|
2016
Q3 | – | Sell |
-195
| Closed | -$14K | – | 494 |
|
|
2016
Q2 | $14K | Buy |
195
+95
| +95% | +$6.82K | ﹤0.01% | 278 |
|
|
2016
Q1 | $7K | Sell |
100
-84
| -46% | -$5.88K | ﹤0.01% | 311 |
|
|
2015
Q4 | $14K | Buy |
184
+84
| +84% | +$6.39K | 0.01% | 288 |
|
|
2015
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2015
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2015
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 301 |
|
|
2014
Q3 | – | Sell |
-558
| Closed | -$45K | – | 414 |
|
|
2014
Q2 | $45K | Buy |
+558
| New | +$45K | 0.02% | 213 |
|