Lombard Odier & Cie (Canada)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,060
| Closed | -$87K | – | 79 |
|
|
2015
Q3 | $87K | Sell |
1,060
-1,808
| -63% | -$148K | 0.23% | 57 |
|
|
2015
Q2 | $253K | Hold |
2,868
| – | – | 0.55% | 47 |
|
|
2015
Q1 | $255K | Hold |
2,868
| – | – | 0.4% | 54 |
|
|
2014
Q4 | $238K | Hold |
2,868
| – | – | 0.34% | 57 |
|
|
2014
Q3 | $242K | Buy |
2,868
+669
| +30% | +$56.5K | 0.16% | 85 |
|
|
2014
Q2 | $178K | Hold |
2,199
| – | – | 0.12% | 89 |
|
|
2014
Q1 | $168K | Hold |
2,199
| – | – | 0.13% | 83 |
|
|
2013
Q4 | $159K | Buy |
+2,199
| New | +$159K | 0.16% | 67 |
|