Stifel Trust’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.78M | Sell |
56,621
-642
| -1% | -$54.2K | 0.91% | 43 |
|
|
2014
Q2 | $4.65M | Sell |
57,263
-971
| -2% | -$78.8K | 0.87% | 49 |
|
|
2014
Q1 | $4.44M | Sell |
58,234
-1,254
| -2% | -$95.5K | 0.84% | 51 |
|
|
2013
Q4 | $4.29M | Sell |
59,488
-3,625
| -6% | -$261K | 0.8% | 50 |
|
|
2013
Q3 | $4.34M | Sell |
63,113
-145
| -0.2% | -$9.97K | 0.86% | 47 |
|
|
2013
Q2 | $4.01M | Buy |
+63,258
| New | +$4.01M | 0.83% | 50 |
|