Windsor Capital Management’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,595
| Closed | -$131K | – | 321 |
|
|
2015
Q3 | $131K | Buy |
+1,595
| New | +$131K | 0.08% | 116 |
|
|
2014
Q1 | – | Sell |
-1,716
| Closed | -$124K | – | 220 |
|
|
2013
Q4 | $124K | Buy |
1,716
+120
| +8% | +$8.67K | 0.07% | 104 |
|
|
2013
Q3 | $110K | Hold |
1,596
| – | – | 0.06% | 117 |
|
|
2013
Q2 | $101K | Buy |
+1,596
| New | +$101K | 0.06% | 103 |
|