Trevor, Stewart, Burton & Jacobsen’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $247K | Sell |
3,203
-78
| -2% | -$6.02K | 0.28% | 44 |
|
|
2015
Q3 | $270K | Sell |
3,281
-18,749
| -85% | -$1.54M | 0.31% | 38 |
|
|
2015
Q2 | $1.94M | Sell |
22,030
-20,423
| -48% | -$1.8M | 1.73% | 27 |
|
|
2015
Q1 | $3.75M | Buy |
42,453
+39,384
| +1,283% | +$3.48M | 3.11% | 19 |
|
|
2014
Q4 | $223K | Sell |
3,069
-54,450
| -95% | -$3.96M | 0.18% | 42 |
|
|
2014
Q3 | $4.85M | Buy |
57,519
+12
| +0% | +$1.01K | 3.1% | 16 |
|
|
2014
Q2 | $4.67M | Buy |
+57,507
| New | +$4.67M | 2.42% | 21 |
|