Donaldson Capital Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-2,906
Closed -$239K 150
2015
Q3
$239K Hold
2,906
0.04% 126
2015
Q2
$256K Hold
2,906
0.04% 123
2015
Q1
$257K Hold
2,906
0.04% 120
2014
Q4
$241K Buy
+2,906
New +$241K 0.04% 128