WFG Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $102K | Buy |
1,363
+376
| +38% | +$28.1K | 0.02% | 520 |
|
|
2017
Q1 | $66K | Sell |
987
-46
| -4% | -$3.08K | 0.02% | 593 |
|
|
2016
Q4 | $67K | Sell |
1,033
-662
| -39% | -$42.9K | 0.02% | 649 |
|
|
2016
Q3 | $120K | Sell |
1,695
-117
| -6% | -$8.28K | 0.03% | 478 |
|
|
2016
Q2 | $134K | Buy |
1,812
+148
| +9% | +$10.9K | 0.04% | 431 |
|
|
2016
Q1 | $108K | Sell |
1,664
-76
| -4% | -$4.93K | 0.03% | 456 |
|
|
2015
Q4 | $134K | Buy |
1,740
+112
| +7% | +$8.63K | 0.04% | 395 |
|
|
2015
Q3 | $134K | Sell |
1,628
-58
| -3% | -$4.77K | 0.04% | 387 |
|
|
2015
Q2 | $149K | Buy |
1,686
+59
| +4% | +$5.21K | 0.04% | 423 |
|
|
2015
Q1 | $144K | Sell |
1,627
-2,573
| -61% | -$228K | 0.04% | 434 |
|
|
2014
Q4 | $349K | Sell |
4,200
-1,300
| -24% | -$108K | 0.07% | 308 |
|
|
2014
Q3 | $464K | Buy |
5,500
+134
| +2% | +$11.3K | 0.09% | 270 |
|
|
2014
Q2 | $435K | Buy |
5,366
+375
| +8% | +$30.4K | 0.08% | 283 |
|
|
2014
Q1 | $380K | Sell |
4,991
-357
| -7% | -$27.2K | 0.08% | 290 |
|
|
2013
Q4 | $385K | Buy |
5,348
+308
| +6% | +$22.2K | 0.05% | 364 |
|
|
2013
Q3 | $346K | Sell |
5,040
-259
| -5% | -$17.8K | 0.05% | 364 |
|
|
2013
Q2 | $336K | Buy |
+5,299
| New | +$336K | 0.06% | 342 |
|