Yorktown Management & Research Company’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,906
| Closed | -$283K | – | 377 |
|
|
2018
Q1 | $283K | Sell |
3,906
-335
| -8% | -$24.3K | 0.08% | 294 |
|
|
2017
Q4 | $319K | Hold |
4,241
| – | – | 0.09% | 252 |
|
|
2017
Q3 | $326K | Hold |
4,241
| – | – | 0.09% | 203 |
|
|
2017
Q2 | $317K | Hold |
4,241
| – | – | 0.1% | 135 |
|
|
2017
Q1 | $282K | Hold |
4,241
| – | – | 0.07% | 190 |
|
|
2016
Q4 | $277K | Buy |
+4,241
| New | +$277K | 0.07% | 174 |
|
|
2016
Q2 | – | Sell |
-2,344
| Closed | -$152K | – | 348 |
|
|
2016
Q1 | $152K | Buy |
+2,344
| New | +$152K | 0.03% | 346 |
|