TRUE Private Wealth Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-400
| Closed | -$37K | – | 542 |
|
|
2020
Q4 | $37K | Hold |
400
| – | – | 0.01% | 384 |
|
|
2020
Q3 | $34K | Buy |
+400
| New | +$34K | 0.01% | 370 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$4K | – | 725 |
|
|
2020
Q1 | $4K | Sell |
53
-3,094
| -98% | -$234K | ﹤0.01% | 545 |
|
|
2019
Q4 | $297K | Buy |
3,147
+323
| +11% | +$30.5K | 0.05% | 176 |
|
|
2019
Q3 | $245K | Sell |
2,824
-25
| -0.9% | -$2.17K | 0.04% | 176 |
|
|
2019
Q2 | $260K | Sell |
2,849
-349
| -11% | -$31.9K | 0.04% | 169 |
|
|
2019
Q1 | $275K | Sell |
3,198
-1,845
| -37% | -$159K | 0.05% | 163 |
|
|
2018
Q4 | $387K | Buy |
5,043
+564
| +13% | +$43.3K | 0.07% | 158 |
|
|
2018
Q3 | $346K | Buy |
4,479
+1,160
| +35% | +$89.5K | 0.05% | 205 |
|
|
2018
Q2 | $224K | Hold |
3,319
| – | – | 0.04% | 247 |
|
|
2018
Q1 | $240K | Sell |
3,319
-358
| -10% | -$25.9K | 0.04% | 206 |
|
|
2017
Q4 | $276K | Buy |
+3,677
| New | +$276K | 0.05% | 188 |
|