YorkBridge Wealth Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-879
| Closed | -$80K | – | 501 |
|
|
2019
Q2 | $80K | Sell |
879
-264
| -23% | -$24K | 0.04% | 320 |
|
|
2019
Q1 | $98K | Buy |
1,143
+30
| +3% | +$2.57K | 0.05% | 277 |
|
|
2018
Q4 | $86K | Buy |
+1,113
| New | +$86K | 0.05% | 269 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$2K | – | 897 |
|
|
2017
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 778 |
|
|
2016
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 768 |
|