Security National Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $123K | Sell |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $131K | Sell |
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|
2020
Q1 | $132K | Buy |
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|
2019
Q4 | $147K | Buy |
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|
2019
Q3 | $117K | Sell |
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|
2019
Q2 | $142K | Sell |
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|
2019
Q1 | $149K | Buy |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $99K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $93K | Sell |
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|
2017
Q4 | $126K | Sell |
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|
2017
Q3 | $172K | Sell |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $267K | Hold |
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|
2016
Q4 | $262K | Sell |
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|
2016
Q3 | $314K | Sell |
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|
2016
Q2 | $345K | Buy |
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|
2016
Q1 | $290K | Sell |
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|
2015
Q4 | $348K | Hold |
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|
2015
Q3 | $372K | Hold |
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|
2015
Q2 | $398K | Hold |
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|
2015
Q1 | $399K | Sell |
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|
2014
Q4 | $379K | Sell |
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|
2014
Q3 | $416K | Sell |
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|
2014
Q2 | $425K | Sell |
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|
2014
Q1 | $403K | Hold |
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|
2013
Q4 | $381K | Buy |
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|
2013
Q3 | $348K | Sell |
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|
2013
Q2 | $343K | Buy |
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