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Keystone Financial Planning’s Novartis NVS Stock Holding History

Keystone Financial Planning’s Portfolio NVS Stock Details NVS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-15,269
Closed -$1.3M – 52
2014
Q1 		$1.3M Sell
15,269
-7,026
-32% -$597K 1% 29
2013
Q4 		$1.79M Buy
+22,295
New +$1.79M 1.43% 29