Independence Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $455K | Hold |
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|
2017
Q3 | $465K | Hold |
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|
2017
Q2 | $452K | Hold |
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|
2017
Q1 | $402K | Hold |
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|
2016
Q4 | $395K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $251K | Sell |
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|
2015
Q2 | $607K | Sell |
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|
2015
Q1 | $890K | Hold |
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|
2014
Q4 | $836K | Buy |
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|
2014
Q3 | $532K | Buy |
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|
2014
Q2 | $510K | Sell |
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|
2014
Q1 | $513K | Buy |
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|
2013
Q4 | $418K | Sell |
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|
2013
Q3 | $406K | Sell |
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|
2013
Q2 | $418K | Buy |
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