Banyan Partners’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | $951K | Sell |
11,274
-2,627
| -19% | -$222K | 0.08% | 230 |
|
2014
Q2 | $1.13M | Buy |
13,901
+9,340
| +205% | +$757K | 0.1% | 220 |
|
2014
Q1 | $347K | Sell |
4,561
-64
| -1% | -$4.87K | 0.03% | 326 |
|
2013
Q4 | $333K | Sell |
4,625
-1,049
| -18% | -$75.5K | 0.02% | 351 |
|
2013
Q3 | $390K | Buy |
+5,674
| New | +$390K | 0.03% | 237 |
|