AWA
Amplius Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,311
| Closed | -$430K | – | 180 |
|
|
2022
Q3 | $430K | Sell |
4,311
-1,240
| -22% | -$124K | 0.08% | 97 |
|
|
2022
Q2 | $618K | Sell |
5,551
-1,120
| -17% | -$125K | 0.1% | 78 |
|
|
2022
Q1 | $740K | Buy |
6,671
+250
| +4% | +$27.7K | 0.11% | 76 |
|
|
2021
Q4 | $719K | Buy |
+6,421
| New | +$719K | 0.1% | 80 |
|