Winthrop Partners - WNY’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $121K | Hold |
1,392
| – | – | 0.08% | 139 |
|
|
2019
Q2 | $127K | Sell |
1,392
-161
| -10% | -$14.7K | 0.1% | 118 |
|
|
2019
Q1 | $133K | Buy |
1,553
+176
| +13% | +$15.1K | 0.1% | 114 |
|
|
2018
Q4 | $106K | Hold |
1,377
| – | – | 0.1% | 120 |
|
|
2018
Q3 | $106K | Hold |
1,377
| – | – | 0.09% | 137 |
|
|
2018
Q2 | $93.2K | Hold |
1,377
| – | – | 0.08% | 146 |
|
|
2018
Q1 | $100K | Buy |
+1,377
| New | +$100K | 0.08% | 160 |
|