Wealthfront’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,398
| Closed | -$115K | – | 795 |
|
|
2015
Q3 | $115K | Buy |
1,398
+62
| +5% | +$5.1K | ﹤0.01% | 378 |
|
|
2015
Q2 | $118K | Buy |
1,336
+1,290
| +2,804% | +$114K | ﹤0.01% | 370 |
|
|
2015
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 850 |
|
|
2014
Q4 | – | Sell |
-21
| Closed | -$2K | – | 881 |
|
|
2014
Q3 | $2K | Buy |
21
+8
| +62% | +$762 | ﹤0.01% | 602 |
|
|
2014
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 577 |
|