Integrated Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$237K Sell
2016
Q4
$236K Buy
2016
Q3
$217K Sell
2016
Q2
$303K Buy
2016
Q1
$251K Buy
2015
Q4
$276K Sell
2015
Q3
$312K Sell
2015
Q2
$416K Buy
2015
Q1
$406K Buy