Wells Trecaso Financial Group’s Novartis NVS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,551	Closed	-$241K	–	69
2019 Q4	$241K	Buy	2,551 +205	+9%	+$19.4K	0.17%	64
2019 Q3	$204K	Sell	2,346 -9	-0.4%	-$783	0.16%	64
2019 Q2	$215K	Sell	2,355 -105	-4%	-$9.59K	0.18%	63
2019 Q1	$212K	Buy	+2,460	New	+$212K	0.18%	66