Eads & Heald Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q4
Sell
-2,459
Closed -$207K 132
2014
Q3
$207K Sell
2,459
-11
-0.4% -$926 0.14% 116
2014
Q2
$200K Buy
+2,470
New +$200K 0.13% 118