EWM
Evercore Wealth Management’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-300
| Closed | -$26K | – | 924 |
|
|
2017
Q3 | $26K | Hold |
300
| – | – | ﹤0.01% | 659 |
|
|
2017
Q2 | $25K | Buy |
+300
| New | +$25K | ﹤0.01% | 679 |
|
|
2015
Q4 | – | Sell |
-150,379
| Closed | -$13.8M | – | 1049 |
|
|
2015
Q3 | $13.8M | Sell |
150,379
-259
| -0.2% | -$23.8K | 0.66% | 49 |
|
|
2015
Q2 | $14.8M | Sell |
150,638
-61,438
| -29% | -$6.04M | 0.67% | 49 |
|
|
2015
Q1 | $20.9M | Buy |
212,076
+497
| +0.2% | +$49K | 0.96% | 39 |
|
|
2014
Q4 | $19.6M | Buy |
211,579
+1,878
| +0.9% | +$174K | 0.98% | 41 |
|
|
2014
Q3 | $19.7M | Buy |
209,701
+1,351
| +0.6% | +$127K | 0.99% | 39 |
|
|
2014
Q2 | $18.9M | Sell |
208,350
-2,919
| -1% | -$264K | 0.97% | 40 |
|
|
2014
Q1 | $18M | Sell |
211,269
-555
| -0.3% | -$47.3K | 1.01% | 37 |
|
|
2013
Q4 | $17M | Buy |
211,824
+1,378
| +0.7% | +$111K | 0.93% | 36 |
|
|
2013
Q3 | $16.2M | Sell |
210,446
-2,586
| -1% | -$198K | 0.93% | 32 |
|
|
2013
Q2 | $15.1M | Buy |
+213,032
| New | +$15.1M | 0.85% | 35 |
|