Concert Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$475K Sell
2016
Q4
$485K Sell
2016
Q3
$708K Sell
2016
Q2
$759K Buy
2016
Q1
$629K Sell
2015
Q4
$789K Sell
2015
Q3
$939K Buy
2015
Q2
$975K Buy
2015
Q1
$388K Sell
2014
Q4
$876K Buy
2014
Q3
$801K Sell
2014
Q2
$809K Buy
2014
Q1
$676K Buy
2013
Q4
$630K Buy
2013
Q3
$590K Hold
2013
Q2
$541K Buy