Avantax Planning Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,307
| Closed | -$275K | – | 451 |
|
|
2024
Q3 | $275K | Sell |
2,307
-1,349
| -37% | -$161K | 0.01% | 348 |
|
|
2024
Q2 | $522K | Buy |
3,656
+1,261
| +53% | +$180K | 0.02% | 278 |
|
|
2024
Q1 | $308K | Buy |
2,395
+37
| +2% | +$4.75K | 0.01% | 357 |
|
|
2023
Q4 | $244K | Buy |
2,358
+80
| +4% | +$8.28K | 0.01% | 325 |
|
|
2023
Q3 | $207K | Buy |
+2,278
| New | +$207K | 0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-170
| Closed | -$4K | – | 896 |
|
|
2018
Q3 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 1183 |
|
|
2018
Q2 | – | Sell |
-170
| Closed | -$4K | – | 1052 |
|
|
2018
Q1 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 1431 |
|