Beacon Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $392K | Hold |
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|
2016
Q4 | $364K | Buy |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $446K | Hold |
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|
2016
Q1 | $391K | Hold |
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|
2015
Q4 | $464K | Hold |
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|
2015
Q3 | $496K | Hold |
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|
2015
Q2 | $531K | Sell |
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|
2015
Q1 | $540K | Sell |
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|
2014
Q4 | $521K | Sell |
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|
2014
Q3 | $543K | Hold |
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|
2014
Q2 | $523K | Sell |
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|
2014
Q1 | $500K | Sell |
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|
2013
Q4 | $1.2M | Sell |
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|
2013
Q3 | $1.28M | Sell |
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|
2013
Q2 | $1.18M | Buy |
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