Aspiriant Holdings S3’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.02M | Buy |
13,277
+675
| +5% | +$52.1K | 0.44% | 66 |
|
|
2015
Q3 | $1.04M | Sell |
12,602
-2,818
| -18% | -$232K | 0.48% | 59 |
|
|
2015
Q2 | $1.36M | Buy |
15,420
+1,189
| +8% | +$105K | 0.54% | 59 |
|
|
2015
Q1 | $1.26M | Sell |
14,231
-72
| -0.5% | -$6.36K | 0.5% | 58 |
|
|
2014
Q4 | $1.19M | Buy |
14,303
+1,126
| +9% | +$93.5K | 0.49% | 63 |
|
|
2014
Q3 | $1.11M | Buy |
13,177
+882
| +7% | +$74.4K | 0.45% | 62 |
|
|
2014
Q2 | $997K | Buy |
12,295
+559
| +5% | +$45.3K | 0.4% | 65 |
|
|
2014
Q1 | $894K | Sell |
11,736
-434
| -4% | -$33.1K | 0.38% | 71 |
|
|
2013
Q4 | $877K | Sell |
12,170
-160
| -1% | -$11.5K | 0.34% | 73 |
|
|
2013
Q3 | $847K | Buy |
12,330
+1,215
| +11% | +$83.5K | 0.36% | 70 |
|
|
2013
Q2 | $704K | Buy |
+11,115
| New | +$704K | 0.32% | 73 |
|