MPWT
MassMutual Private Wealth & Trust’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-673
| Closed | -$57.8K | – | 958 |
|
|
2017
Q3 | $57.8K | Buy |
673
+450
| +202% | +$38.6K | ﹤0.01% | 493 |
|
|
2017
Q2 | $18.6K | Hold |
223
| – | – | ﹤0.01% | 629 |
|
|
2017
Q1 | $16.6K | Sell |
223
-25
| -10% | -$1.86K | ﹤0.01% | 618 |
|
|
2016
Q4 | $18.1K | Buy |
+248
| New | +$18.1K | ﹤0.01% | 433 |
|
|
2016
Q2 | $3.07M | Sell |
37,260
-301
| -0.8% | -$24.8K | 0.39% | 76 |
|
|
2016
Q1 | $2.72M | Sell |
37,561
-11,227
| -23% | -$813K | 0.37% | 70 |
|
|
2015
Q4 | $4.2M | Buy |
48,788
+14,584
| +43% | +$1.25M | 0.6% | 45 |
|
|
2015
Q3 | $3.22M | Buy |
34,204
+2,047
| +6% | +$193K | 0.68% | 42 |
|
|
2015
Q2 | $2.91M | Sell |
32,157
-9,813
| -23% | -$888K | 0.65% | 41 |
|
|
2015
Q1 | $4.14M | Buy |
41,970
+16,700
| +66% | +$1.65M | 0.68% | 37 |
|
|
2014
Q4 | $2.34M | Sell |
25,270
-8,934
| -26% | -$828K | 0.76% | 31 |
|
|
2014
Q3 | $3.22M | Buy |
34,204
+13,227
| +63% | +$1.25M | 0.64% | 44 |
|
|
2014
Q2 | $1.9M | Buy |
20,977
+4,095
| +24% | +$371K | 0.75% | 31 |
|
|
2014
Q1 | $1.44M | Buy |
16,882
+6,784
| +67% | +$577K | 0.84% | 32 |
|
|
2013
Q4 | $812K | Buy |
+10,098
| New | +$812K | 0.75% | 35 |
|