Wealthspire Advisors (Maryland)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $470K | Sell |
5,407
-6,067
| -53% | -$527K | 0.02% | 286 |
|
|
2020
Q2 | $1M | Sell |
11,474
-1,978
| -15% | -$173K | 0.07% | 158 |
|
|
2020
Q1 | $1.11M | Sell |
13,452
-474
| -3% | -$39.1K | 0.1% | 122 |
|
|
2019
Q4 | $1.32M | Buy |
13,926
+502
| +4% | +$47.5K | 0.09% | 135 |
|
|
2019
Q3 | $1.17M | Sell |
13,424
-48
| -0.4% | -$4.17K | 0.09% | 123 |
|
|
2019
Q2 | $1.23M | Sell |
13,472
-6,318
| -32% | -$577K | 0.09% | 117 |
|
|
2019
Q1 | $1.71M | Buy |
19,790
+3,835
| +24% | +$330K | 0.13% | 98 |
|
|
2018
Q4 | $1.23M | Sell |
15,955
-584
| -4% | -$44.9K | 0.11% | 105 |
|
|
2018
Q3 | $1.28M | Buy |
16,539
+600
| +4% | +$46.3K | 0.11% | 110 |
|
|
2018
Q2 | $1.08M | Buy |
15,939
+1,428
| +10% | +$96.7K | 0.1% | 122 |
|
|
2018
Q1 | $1.05M | Buy |
14,511
+348
| +2% | +$25.2K | 0.1% | 127 |
|
|
2017
Q4 | $1.07M | Sell |
14,163
-1,354
| -9% | -$102K | 0.1% | 127 |
|
|
2017
Q3 | $1.19M | Buy |
15,517
+1,817
| +13% | +$140K | 0.13% | 112 |
|
|
2017
Q2 | $1.03M | Buy |
13,700
+916
| +7% | +$68.5K | 0.12% | 119 |
|
|
2017
Q1 | $851K | Buy |
12,784
+9,725
| +318% | +$647K | 0.12% | 111 |
|
|
2016
Q4 | $200K | Buy |
3,059
+39
| +1% | +$2.55K | 0.03% | 366 |
|
|
2016
Q3 | $214K | Sell |
3,020
-28
| -0.9% | -$1.98K | 0.03% | 363 |
|
|
2016
Q2 | $225K | Buy |
3,048
+118
| +4% | +$8.71K | 0.04% | 335 |
|
|
2016
Q1 | $190K | Sell |
2,930
-4,378
| -60% | -$284K | 0.03% | 377 |
|
|
2015
Q4 | $563K | Buy |
+7,308
| New | +$563K | 0.1% | 138 |
|