Merriman Wealth Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-3,299
Closed -$272K 55
2014
Q4
$272K Hold
3,299
0.39% 33
2014
Q3
$271K Hold
3,299
0.35% 33
2014
Q2
$261K Hold
3,299
0.26% 33
2014
Q1
$261K Buy
+3,299
New +$261K 0.27% 33