Yellowstone Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $542K | Sell |
7,206
-381
| -5% | -$28.7K | 0.31% | 78 |
|
|
2017
Q3 | $584K | Buy |
+7,587
| New | +$584K | 0.31% | 85 |
|
|
2016
Q2 | – | Sell |
-10,340
| Closed | -$671K | – | 226 |
|
|
2016
Q1 | $671K | Buy |
10,340
+3,346
| +48% | +$217K | 0.29% | 78 |
|
|
2015
Q4 | $539K | Buy |
6,994
+1,358
| +24% | +$105K | 0.24% | 76 |
|
|
2015
Q3 | $464K | Buy |
5,636
+1,479
| +36% | +$122K | 0.22% | 83 |
|
|
2015
Q2 | $366K | Buy |
4,157
+1,187
| +40% | +$105K | 0.17% | 112 |
|
|
2015
Q1 | $262K | Buy |
2,970
+384
| +15% | +$33.9K | 0.13% | 136 |
|
|
2014
Q4 | $215K | Buy |
+2,586
| New | +$215K | 0.12% | 159 |
|