WealthTrust Fairport’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $52K | Hold |
598
| – | – | ﹤0.01% | 235 |
|
|
2018
Q4 | $46K | Hold |
598
| – | – | ﹤0.01% | 231 |
|
|
2018
Q3 | $46K | Hold |
598
| – | – | ﹤0.01% | 257 |
|
|
2018
Q2 | $40K | Sell |
598
-207
| -26% | -$13.8K | ﹤0.01% | 265 |
|
|
2018
Q1 | $58K | Buy |
+805
| New | +$58K | 0.01% | 222 |
|
|
2015
Q1 | – | Sell |
-598
| Closed | -$50K | – | 304 |
|
|
2014
Q4 | $50K | Sell |
598
-112
| -16% | -$9.37K | 0.01% | 176 |
|
|
2014
Q3 | $60K | Hold |
710
| – | – | 0.01% | 150 |
|
|
2014
Q2 | $58K | Hold |
710
| – | – | 0.01% | 155 |
|
|
2014
Q1 | $54K | Hold |
710
| – | – | 0.01% | 149 |
|
|
2013
Q4 | $51K | Sell |
710
-23
| -3% | -$1.65K | 0.01% | 141 |
|
|
2013
Q3 | $50K | Sell |
733
-144
| -16% | -$9.82K | 0.01% | 162 |
|
|
2013
Q2 | $56K | Buy |
+877
| New | +$56K | 0.01% | 158 |
|