ZWJ Investment Counsel’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,202
| Closed | -$316K | – | 238 |
|
|
2017
Q4 | $316K | Buy |
4,202
+149
| +4% | +$11.2K | 0.03% | 221 |
|
|
2017
Q3 | $312K | Buy |
4,053
+632
| +18% | +$48.7K | 0.02% | 213 |
|
|
2017
Q2 | $256K | Sell |
3,421
-140
| -4% | -$10.5K | 0.02% | 255 |
|
|
2017
Q1 | $237K | Buy |
+3,561
| New | +$237K | 0.02% | 284 |
|