Aevitas Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,046
| Closed | -$105K | – | 256 |
|
|
2019
Q1 | $105K | Hold |
4,046
| – | – | 0.09% | 134 |
|
|
2018
Q4 | $93K | Hold |
4,046
| – | – | 0.1% | 134 |
|
|
2018
Q3 | $95K | Buy |
4,046
+14
| +0.3% | +$329 | 0.09% | 145 |
|
|
2018
Q2 | $93K | Buy |
4,032
+26
| +0.6% | +$600 | 0.09% | 141 |
|
|
2018
Q1 | $99K | Hold |
4,006
| – | – | 0.1% | 133 |
|
|
2017
Q4 | $107K | Buy |
+4,006
| New | +$107K | 0.1% | 133 |
|