Winifred I. Li’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $234K | Sell |
2,812
-224
| -7% | -$18.6K | 0.22% | 103 |
|
|
2014
Q3 | $256K | Sell |
3,036
-279
| -8% | -$23.5K | 0.24% | 92 |
|
|
2014
Q2 | $270K | Hold |
3,315
| – | – | 0.23% | 108 |
|
|
2014
Q1 | $253K | Sell |
3,315
-7,107
| -68% | -$542K | 0.22% | 115 |
|
|
2013
Q4 | $751K | Sell |
10,422
-720
| -6% | -$51.9K | 0.65% | 45 |
|
|
2013
Q3 | $765K | Buy |
11,142
+195
| +2% | +$13.4K | 0.71% | 35 |
|
|
2013
Q2 | $694K | Buy |
+10,947
| New | +$694K | 0.65% | 48 |
|