CWA
Canvas Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,767
| Closed | -$210K | – | 192 |
|
|
2024
Q3 | $210K | Buy |
+1,767
| New | +$210K | 0.06% | 164 |
|
|
2023
Q2 | – | Sell |
-1,299
| Closed | -$216K | – | 140 |
|
|
2023
Q1 | $216K | Sell |
1,299
-472
| -27% | -$78.4K | 0.09% | 130 |
|
|
2022
Q4 | $248K | Sell |
1,771
-186
| -10% | -$26K | 0.1% | 127 |
|
|
2022
Q3 | $211K | Buy |
+1,957
| New | +$211K | 0.09% | 119 |
|
|
2022
Q1 | – | Sell |
-2,652
| Closed | -$297K | – | 162 |
|
|
2021
Q4 | $297K | Sell |
2,652
-157
| -6% | -$17.6K | 0.11% | 112 |
|
|
2021
Q3 | $270K | Sell |
2,809
-303
| -10% | -$29.1K | 0.11% | 101 |
|
|
2021
Q2 | $261K | Hold |
3,112
| – | – | 0.12% | 103 |
|
|
2021
Q1 | $216K | Buy |
+3,112
| New | +$216K | 0.13% | 106 |
|