Burt Wealth Advisors’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,300
| Closed | -$45K | – | 270 |
|
|
2020
Q4 | $45K | Hold |
1,300
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $45K | Hold |
1,300
| – | – | 0.02% | 184 |
|
|
2020
Q2 | $43K | Hold |
1,300
| – | – | 0.02% | 186 |
|
|
2020
Q1 | $39K | Sell |
1,300
-150
| -10% | -$4.5K | 0.02% | 183 |
|
|
2019
Q4 | $42K | Buy |
1,450
+150
| +12% | +$4.35K | 0.02% | 186 |
|
|
2019
Q3 | $34K | Hold |
1,300
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $33K | Hold |
1,300
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $34K | Hold |
1,300
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $30K | Hold |
1,300
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $31K | Hold |
1,300
| – | – | 0.01% | 217 |
|
|
2018
Q2 | $30K | Hold |
1,300
| – | – | 0.01% | 215 |
|
|
2018
Q1 | $32K | Hold |
1,300
| – | – | 0.02% | 218 |
|
|
2017
Q4 | $35K | Hold |
1,300
| – | – | 0.02% | 206 |
|
|
2017
Q3 | $31K | Buy |
+1,300
| New | +$31K | 0.02% | 210 |
|
|
2016
Q3 | – | Sell |
-206
| Closed | -$5K | – | 420 |
|
|
2016
Q2 | $5K | Sell |
206
-26
| -11% | -$631 | 0.01% | 315 |
|
|
2016
Q1 | $6K | Buy |
232
+26
| +13% | +$672 | 0.01% | 365 |
|
|
2015
Q4 | $6K | Buy |
+206
| New | +$6K | ﹤0.01% | 347 |
|