PAS
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Partnervest Advisory Services’s Novartis NVS Stock Holding History

Partnervest Advisory Services’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$244K Buy
+2,810
New +$243K 0.08% 203
2019
Q3 		– Sell
-2,200
Closed -$201K – 278
2019
Q2 		$201K Buy
+2,200
New +$186K 0.08% 208
2014
Q3 		– Sell
-1,812
Closed -$147K – 587
2014
Q2 		$147K Sell
1,812
-19
-1% -$1.49K 0.07% 191
2014
Q1 		$140K Sell
1,831
-112
-6% -$8.16K 0.06% 190
2013
Q4 		$140K Hold
1,943
– – 0.07% 181
2013
Q3 		$134K Sell
1,943
-712
-27% -$47.1K 0.07% 163
2013
Q2 		$168K Buy
+2,655
New +$173K 0.08% 111

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