Hirtle Callaghan & Co’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,147
| Closed | -$593K | – | 262 |
|
|
2014
Q4 | $593K | Buy |
7,147
+2,232
| +45% | +$185K | 0.14% | 96 |
|
|
2014
Q3 | $415K | Sell |
4,915
-3,393
| -41% | -$286K | 0.07% | 122 |
|
|
2014
Q2 | $674K | Buy |
8,308
+3,237
| +64% | +$263K | 0.09% | 123 |
|
|
2014
Q1 | $388K | Sell |
5,071
-112
| -2% | -$8.57K | 0.06% | 156 |
|
|
2013
Q4 | $373K | Hold |
5,183
| – | – | 0.05% | 165 |
|
|
2013
Q3 | $356K | Buy |
+5,183
| New | +$356K | 0.06% | 166 |
|