Clearview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-878
| Closed | -$71K | – | 446 |
|
|
2023
Q2 | $71K | Sell |
878
-40
| -4% | -$3.24K | 0.07% | 172 |
|
|
2023
Q1 | $73K | Buy |
918
+40
| +5% | +$3.18K | 0.07% | 170 |
|
|
2022
Q4 | $59.4K | Hold |
878
| – | – | 0.05% | 159 |
|
|
2022
Q3 | $44K | Sell |
878
-60
| -6% | -$3.01K | 0.03% | 176 |
|
|
2022
Q2 | $52K | Sell |
938
-60
| -6% | -$3.33K | 0.04% | 185 |
|
|
2022
Q1 | $55K | Sell |
998
-510
| -34% | -$28.1K | 0.04% | 188 |
|
|
2021
Q4 | $84K | Buy |
1,508
+438
| +41% | +$24.4K | 0.05% | 173 |
|
|
2021
Q3 | $51K | Sell |
1,070
-1,612
| -60% | -$76.8K | 0.03% | 232 |
|
|
2021
Q2 | $112K | Buy |
+2,682
| New | +$112K | 0.07% | 149 |
|