WealthTrust-Arizona’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $19K | Buy |
252
+234
| +1,300% | +$17.6K | 0.01% | 280 |
|
|
2018
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 654 |
|
|
2018
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 638 |
|
|
2018
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 618 |
|
|
2017
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 618 |
|
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 618 |
|
|
2017
Q2 | $1K | Buy |
18
+1
| +6% | +$56 | ﹤0.01% | 600 |
|
|
2017
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 583 |
|
|
2016
Q4 | $1K | Sell |
17
-558
| -97% | -$32.8K | ﹤0.01% | 584 |
|
|
2016
Q3 | $41K | Hold |
575
| – | – | 0.02% | 164 |
|
|
2016
Q2 | $42K | Buy |
575
+17
| +3% | +$1.24K | 0.03% | 162 |
|
|
2016
Q1 | $36K | Hold |
558
| – | – | 0.02% | 176 |
|
|
2015
Q4 | $43K | Hold |
558
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $46K | Buy |
558
+362
| +185% | +$29.8K | 0.03% | 154 |
|
|
2015
Q2 | $17K | Hold |
196
| – | – | 0.01% | 317 |
|
|
2015
Q1 | $17K | Hold |
196
| – | – | 0.01% | 318 |
|
|
2014
Q4 | $16K | Sell |
196
-447
| -70% | -$36.5K | 0.01% | 329 |
|
|
2014
Q3 | $54K | Buy |
643
+447
| +228% | +$37.5K | 0.06% | 153 |
|
|
2014
Q2 | $16K | Sell |
196
-19
| -9% | -$1.55K | 0.02% | 326 |
|
|
2014
Q1 | $16K | Hold |
215
| – | – | 0.02% | 339 |
|
|
2013
Q4 | $16K | Sell |
215
-1,479
| -87% | -$110K | 0.02% | 312 |
|
|
2013
Q3 | $116K | Hold |
1,694
| – | – | 0.15% | 77 |
|
|
2013
Q2 | $107K | Buy |
+1,694
| New | +$107K | 0.14% | 79 |
|