Welch Investments’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | $4.88M | Buy |
64,854
+1,542
| +2% | +$116K | 3.1% | 19 |
|
2017
Q3 | $4.87M | Buy |
63,312
+2,266
| +4% | +$174K | 3.36% | 8 |
|
2017
Q2 | $4.57M | Buy |
61,046
+2,755
| +5% | +$206K | 3.39% | 6 |
|
2017
Q1 | $3.88M | Buy |
58,291
+10,695
| +22% | +$712K | 3.08% | 26 |
|
2016
Q4 | $3.11M | Buy |
+47,596
| New | +$3.11M | 2.72% | 29 |
|