SlateStone Wealth’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$666K Hold
2020
Q3
$614K Hold
2020
Q2
$616K Sell
2020
Q1
$595K Sell
2019
Q4
$732K Buy
2019
Q3
$650K Buy
2019
Q2
$610K Sell
2019
Q1
$652K Sell
2018
Q4
$1.38M Buy