Acadia Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $3.51M | Buy |
49,565
+2,349
| +5% | +$166K | 1.06% | 40 |
|
|
2016
Q2 | $3.49M | Buy |
+47,216
| New | +$3.49M | 1.07% | 39 |
|
|
2013
Q4 | – | Sell |
-94,156
| Closed | -$6.47M | – | 78 |
|
|
2013
Q3 | $6.47M | Sell |
94,156
-282
| -0.3% | -$19.4K | 2.78% | 20 |
|
|
2013
Q2 | $5.98M | Buy |
+94,438
| New | +$5.98M | 2.66% | 22 |
|