Wealthspire Advisors (Maryland)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $470K | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $1.11M | Sell |
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|
2019
Q4 | $1.32M | Buy |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.71M | Buy |
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|
2018
Q4 | $1.23M | Sell |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.08M | Buy |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $1.07M | Sell |
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|
2017
Q3 | $1.19M | Buy |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $851K | Buy |
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|
2016
Q4 | $200K | Buy |
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|
2016
Q3 | $214K | Sell |
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|
2016
Q2 | $225K | Buy |
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|
2016
Q1 | $190K | Sell |
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|
2015
Q4 | $563K | Buy |
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