KKAMG
Kernodle & Katon Asset Management Group’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $111K | Buy |
1,488
+49
| +3% | +$3.66K | 0.07% | 120 |
|
|
2016
Q4 | $105K | Buy |
1,439
+889
| +162% | +$64.9K | 0.06% | 120 |
|
|
2016
Q3 | $43K | Hold |
550
| – | – | 0.03% | 188 |
|
|
2016
Q2 | $45K | Hold |
550
| – | – | 0.04% | 137 |
|
|
2016
Q1 | $40K | Hold |
550
| – | – | 0.04% | 133 |
|
|
2015
Q4 | $47K | Buy |
+550
| New | +$47K | 0.05% | 121 |
|