KMS Financial Services’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.08M | Buy |
12,812
+988
| +8% | +$83.4K | 0.15% | 151 |
|
|
2014
Q2 | $960K | Sell |
11,824
-4,350
| -27% | -$353K | 0.14% | 161 |
|
|
2014
Q1 | $1.23M | Sell |
16,174
-188
| -1% | -$14.3K | 0.19% | 124 |
|
|
2013
Q4 | $1.18M | Buy |
16,362
+825
| +5% | +$59.4K | 0.2% | 119 |
|
|
2013
Q3 | $1.07M | Sell |
15,537
-769
| -5% | -$52.9K | 0.26% | 93 |
|
|
2013
Q2 | $1.03M | Buy |
+16,306
| New | +$1.03M | 0.29% | 89 |
|