B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $181K | Buy |
11,732
+4,190
| +56% | +$64.7K | 0.21% | 34 |
|
|
2022
Q1 | $419K | Buy |
7,542
+1,910
| +34% | +$106K | 0.03% | 368 |
|
|
2021
Q4 | $315K | Buy |
+5,632
| New | +$315K | 0.02% | 460 |
|
|
2015
Q3 | – | Sell |
-500
| Closed | -$13K | – | 558 |
|
|
2015
Q2 | $13K | Hold |
500
| – | – | 0.01% | 690 |
|
|
2015
Q1 | $13K | Hold |
500
| – | – | 0.01% | 709 |
|
|
2014
Q4 | $10K | Hold |
500
| – | – | 0.01% | 735 |
|
|
2014
Q3 | $11K | Hold |
500
| – | – | 0.01% | 745 |
|
|
2014
Q2 | $11K | Hold |
500
| – | – | 0.01% | 801 |
|
|
2014
Q1 | $11K | Buy |
+500
| New | +$11K | 0.01% | 742 |
|