Retirement Design & Management’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$814K Sell
2016
Q1
$746K Sell
2015
Q4
$907K Sell
2015
Q3
$1.03M Buy