Whitney & Co’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-386
Closed -$31K 332
2018
Q3
$31K Buy
386
+330
+589% +$26.5K 0.01% 215
2018
Q2
$4K Sell
56
-130
-70% -$9.29K ﹤0.01% 279
2018
Q1
$14K Buy
+186
New +$14K ﹤0.01% 229