TWA
Tillar-Wenstrup Advisors’s Novartis NVS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,484
| Closed | -$1.85M | – | 53 |
|
|
2016
Q3 | $1.85M | Buy |
23,484
+44
| +0.2% | +$3.47K | 1.69% | 35 |
|
|
2016
Q2 | $1.93M | Buy |
23,440
+4,915
| +27% | +$406K | 1.91% | 25 |
|
|
2016
Q1 | $1.34M | Sell |
18,525
-1,508
| -8% | -$109K | 1.54% | 35 |
|
|
2015
Q4 | $1.72M | Buy |
20,033
+149
| +0.7% | +$12.8K | 1.71% | 32 |
|
|
2015
Q3 | $1.83M | Buy |
+19,884
| New | +$1.83M | 1.84% | 32 |
|
|
2014
Q4 | – | Sell |
-26,291
| Closed | -$2.48M | – | 42 |
|
|
2014
Q3 | $2.48M | Sell |
26,291
-1,020
| -4% | -$96K | 2.29% | 12 |
|
|
2014
Q2 | $2.47M | Sell |
27,311
-965
| -3% | -$87.3K | 1.98% | 19 |
|
|
2014
Q1 | $2.4M | Buy |
28,276
+535
| +2% | +$45.5K | 2.19% | 16 |
|
|
2013
Q4 | $2.23M | Buy |
+27,741
| New | +$2.23M | 2.29% | 17 |
|