Lodestar Investment Counsel’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-102,364
| Closed | -$6.64M | – | 157 |
|
|
2016
Q1 | $6.64M | Sell |
102,364
-160
| -0.2% | -$10.4K | 0.95% | 44 |
|
|
2015
Q4 | $7.9M | Buy |
102,524
+676
| +0.7% | +$52.1K | 1.25% | 31 |
|
|
2015
Q3 | $8.39M | Sell |
101,848
-590
| -0.6% | -$48.6K | 1.41% | 28 |
|
|
2015
Q2 | $9.03M | Sell |
102,438
-1,996
| -2% | -$176K | 1.42% | 28 |
|
|
2015
Q1 | $9.23M | Buy |
+104,434
| New | +$9.23M | 1.43% | 28 |
|