Investors Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | $955K | Hold |
10,272
| – | – | 2.99% | 11 |
|
|
2015
Q1 | $908K | Hold |
10,272
| – | – | 2.79% | 13 |
|
|
2014
Q4 | $853K | Sell |
10,272
-1,082
| -10% | -$89.9K | 2.58% | 15 |
|
|
2014
Q3 | $958K | Sell |
11,354
-10,531
| -48% | -$889K | 1.77% | 23 |
|
|
2014
Q2 | $1.78M | Sell |
21,885
-3,497
| -14% | -$284K | 1.39% | 28 |
|
|
2014
Q1 | $1.93M | Sell |
25,382
-224
| -0.9% | -$17.1K | 1.62% | 24 |
|
|
2013
Q4 | $1.86M | Sell |
25,606
-47,379
| -65% | -$3.44M | 1.45% | 25 |
|
|
2013
Q3 | $5.02M | Sell |
72,985
-19,568
| -21% | -$1.35M | 0.87% | 36 |
|
|
2013
Q2 | $5.86M | Buy |
+92,553
| New | +$5.86M | 0.99% | 38 |
|