MOUNT YALE INVESTMENT ADVISORS, LLC – Novartis AG Transaction History
MOUNT YALE INVESTMENT ADVISORS, LLC portfolio value:
$1.21M
portfolio value
MOUNT YALE INVESTMENT ADVISORS, 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 | Decrease | -33.33% | -8.00K shares | -813K | $76.01 | 16.02K |
| Q2 2022 | share | Increase | +54.63% | 8.48K shares | 668K | $84.53 | 24.02K |
| Q1 2022 | share | Increase | +30.22% | 3.60K shares | 319K | $87.75 | 15.53K |
| Q4 2021 | share | Decrease | -35.22% | -6.48K shares | -462K | $87.46 | 11.93K |
| Q3 2021 | share | Decrease | -4.63% | -894 shares | -256K | $81.78 | 18.42K |
| Q2 2021 | share | Increase | +12.80% | 2.19K shares | 298K | $91.24 | 19.31K |
| Q1 2021 | share | Increase | +76.88% | 7.44K shares | 550K | $85.48 | 17.12K |
| Q4 2020 | share | Increase | +55.28% | 3.44K shares | 372K | $90.76 | 9.68K |
| Q3 2020 | share | Decrease | -14.67% | -1.07K shares | -96K | $83.58 | 6.23K |
| Q2 2020 | share | Increase | +191.19% | 4.79K shares | 431K | $83.94 | 7.30K |
| Q1 2020 | share | Decrease | -24.20% | -801 shares | -106K | $79.24 | 2.50K |
| Q4 2019 | share | Increase | +0.30% | 10 shares | 18K | $87.81 | 3.31K |
| Q3 2019 | share | Increase | 0.00% | 3.3K shares | 295K | $80.59 | 3.3K |
| Q2 2019 | share | Decrease | -100.00% | -2.08K shares | -200K | $84.68 | 0 |
| Q1 2019 | share | Decrease | -20.50% | -537 shares | -31K | $89.16 | 2.08K |
| Q4 2018 | share | Decrease | -22.78% | -773 shares | -71K | $77.1 | 2.62K |
| Q3 2018 | share | Increase | +27.17% | 725 shares | 100K | $77.42 | 3.39K |
| Q2 2018 | share | Increase | +204.91% | 1.79K shares | 131K | $67.88 | 2.66K |
| Q1 2018 | share | Increase | 0.00% | 875 shares | 71K | $72.65 | 875 |