J.P. Marvel Investment Advisors’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-92,352
| Closed | -$6.53M | – | 86 |
|
|
2016
Q3 | $6.53M | Sell |
92,352
-3,862
| -4% | -$273K | 2.32% | 16 |
|
|
2016
Q2 | $7.11M | Sell |
96,214
-1,149
| -1% | -$84.9K | 2.49% | 11 |
|
|
2016
Q1 | $6.32M | Sell |
97,363
-445
| -0.5% | -$28.9K | 2.28% | 14 |
|
|
2015
Q4 | $7.54M | Buy |
+97,808
| New | +$7.54M | 2.62% | 11 |
|
|
2015
Q2 | $8.88M | Sell |
100,816
-1,596
| -2% | -$141K | 2.99% | 8 |
|
|
2015
Q1 | $9.05M | Sell |
102,412
-391
| -0.4% | -$34.5K | 3.08% | 8 |
|
|
2014
Q4 | $8.54M | Buy |
102,803
+168
| +0.2% | +$13.9K | 2.97% | 9 |
|
|
2014
Q3 | $8.66M | Buy |
102,635
+604
| +0.6% | +$50.9K | 3.13% | 7 |
|
|
2014
Q2 | $8.28M | Sell |
102,031
-826
| -0.8% | -$67K | 2.82% | 10 |
|
|
2014
Q1 | $7.84M | Buy |
102,857
+1,897
| +2% | +$145K | 2.76% | 11 |
|
|
2013
Q4 | $7.27M | Sell |
100,960
-636
| -0.6% | -$45.8K | 2.6% | 11 |
|
|
2013
Q3 | $6.98M | Sell |
101,596
-34
| -0% | -$2.34K | 2.71% | 10 |
|
|
2013
Q2 | $6.44M | Buy |
+101,630
| New | +$6.44M | 2.68% | 10 |
|