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Matrix Asset Advisors’s Novartis NVS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-2,729
Closed -$229K 67
2017
Q4
$229K Sell
2,729
-605
-18% -$50.7K 0.04% 63
2017
Q3
$286K Hold
3,334
0.05% 58
2017
Q2
$278K Buy
+3,334
New +$278K 0.05% 58