MARK SHEPTOFF FINANCIAL PLANNING, LLC – Novartis AG Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$381,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, LLC quarter portfolio value change:
-10.08%
quarter
Novartis AG 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -43K | $76.01 | 5.01K | |
| Q2 2022 | share | 0.00% | 0 shares | -16K | $84.53 | 5.01K | |
| Q1 2022 | share | Decrease | -7.39% | -400 shares | -34K | $87.75 | 5.01K |
| Q4 2021 | share | 0.00% | 0 shares | 31K | $87.46 | 5.41K | |
| Q3 2021 | share | Decrease | -6.07% | -350 shares | -83K | $81.78 | 5.41K |
| Q2 2021 | share | Decrease | -1.37% | -80 shares | 26K | $91.24 | 5.76K |
| Q1 2021 | share | Decrease | -8.60% | -550 shares | -104K | $85.48 | 5.84K |
| Q4 2020 | share | Decrease | -3.03% | -200 shares | 30K | $90.76 | 6.39K |
| Q3 2020 | share | Decrease | -8.02% | -575 shares | -52K | $83.58 | 6.59K |
| Q2 2020 | share | Decrease | -9.11% | -719 shares | -25K | $83.94 | 7.17K |
| Q1 2020 | share | Decrease | -2.47% | -200 shares | -115K | $79.24 | 7.89K |
| Q4 2019 | share | Decrease | -2.18% | -180 shares | 47K | $87.81 | 8.09K |
| Q3 2019 | share | Decrease | -2.93% | -250 shares | -59K | $80.59 | 8.27K |
| Q2 2019 | share | Decrease | -0.58% | -50 shares | -46K | $84.68 | 8.52K |
| Q1 2019 | share | Increase | +3.00% | 250 shares | 110K | $89.16 | 8.57K |
| Q4 2018 | share | 0.00% | 0 shares | -3K | $77.1 | 8.32K | |
| Q3 2018 | share | 0.00% | 0 shares | 88K | $77.42 | 8.32K | |
| Q2 2018 | share | Decrease | -2.35% | -200 shares | -60K | $67.88 | 8.32K |
| Q1 2018 | share | Decrease | -42.66% | -6.33K shares | -559K | $72.65 | 8.52K |
| Q4 2017 | share | Decrease | -1.33% | -200 shares | -45K | $72.78 | 14.85K |
| Q3 2017 | share | Decrease | -2.27% | -350 shares | 7K | $74.42 | 15.05K |
| Q2 2017 | share | Increase | +8.13% | 1.15K shares | 228K | $72.36 | 15.40K |
| Q1 2017 | share | Decrease | -28.10% | -5.56K shares | -385K | $64.38 | 14.24K |
| Q4 2016 | share | Increase | +6.57% | 1.22K shares | -25K | $60.96 | 19.81K |
| Q3 2016 | share | Increase | +0.81% | 150 shares | -54K | $66.08 | 18.59K |
| Q2 2016 | share | Decrease | -15.36% | -3.34K shares | -57K | $69.05 | 18.44K |
| Q1 2016 | share | Increase | +7.39% | 1.5K shares | -167K | $60.62 | 21.79K |