WESPAC Advisors SoCal’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,981
| Closed | -$170K | – | 226 |
|
|
2019
Q1 | $170K | Hold |
1,981
| – | – | 0.09% | 90 |
|
|
2018
Q4 | $152K | Hold |
1,981
| – | – | 0.1% | 88 |
|
|
2018
Q3 | $152K | Buy |
+1,981
| New | +$152K | 0.08% | 94 |
|
|
2018
Q2 | – | Sell |
-2,037
| Closed | -$147K | – | 195 |
|
|
2018
Q1 | $147K | Hold |
2,037
| – | – | 0.09% | 86 |
|
|
2017
Q4 | $153K | Hold |
2,037
| – | – | 0.09% | 89 |
|
|
2017
Q3 | $156K | Sell |
2,037
-28
| -1% | -$2.14K | 0.09% | 94 |
|
|
2017
Q2 | $154K | Sell |
2,065
-28
| -1% | -$2.09K | 0.1% | 95 |
|
|
2017
Q1 | $139K | Buy |
2,093
+84
| +4% | +$5.59K | 0.09% | 95 |
|
|
2016
Q4 | $131K | Sell |
2,009
-1,367
| -40% | -$89.2K | 0.08% | 94 |
|
|
2016
Q3 | $239K | Sell |
3,376
-363
| -10% | -$25.7K | 0.16% | 75 |
|
|
2016
Q2 | $276K | Buy |
3,739
+558
| +18% | +$41.3K | 0.18% | 72 |
|
|
2016
Q1 | $206K | Sell |
3,181
-279
| -8% | -$18.1K | 0.15% | 72 |
|
|
2015
Q4 | $266K | Buy |
+3,460
| New | +$266K | 0.18% | 73 |
|