VSR Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-7,828
| Closed | -$508K | – | 561 |
|
|
2016
Q1 | $508K | Buy |
7,828
+4,536
| +138% | +$294K | 0.05% | 325 |
|
|
2015
Q4 | $254K | Buy |
3,292
+83
| +3% | +$6.4K | 0.03% | 467 |
|
|
2015
Q3 | $264K | Sell |
3,209
-824
| -20% | -$67.8K | 0.03% | 443 |
|
|
2015
Q2 | $355K | Buy |
4,033
+62
| +2% | +$5.46K | 0.04% | 409 |
|
|
2015
Q1 | $351K | Sell |
3,971
-111
| -3% | -$9.81K | 0.04% | 411 |
|
|
2014
Q4 | $339K | Sell |
4,082
-1,685
| -29% | -$140K | 0.04% | 399 |
|
|
2014
Q3 | $486K | Buy |
5,767
+416
| +8% | +$35.1K | 0.06% | 334 |
|
|
2014
Q2 | $434K | Buy |
5,351
+2,139
| +67% | +$173K | 0.05% | 353 |
|
|
2014
Q1 | $245K | Sell |
3,212
-571
| -15% | -$43.6K | 0.03% | 487 |
|
|
2013
Q4 | $272K | Buy |
3,783
+80
| +2% | +$5.75K | 0.04% | 445 |
|
|
2013
Q3 | $254K | Buy |
3,703
+166
| +5% | +$11.4K | 0.04% | 425 |
|
|
2013
Q2 | $224K | Buy |
+3,537
| New | +$224K | 0.04% | 443 |
|