CW
Cobiz Wealth’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $287K | Sell |
5,630
-150
| -3% | -$7.65K | 0.06% | 94 |
|
|
2019
Q1 | $302K | Sell |
5,780
-403
| -7% | -$21.1K | 0.06% | 95 |
|
|
2018
Q4 | $285K | Buy |
6,183
+53
| +0.9% | +$2.44K | 0.06% | 105 |
|
|
2018
Q3 | $289K | Sell |
6,130
-1,825
| -23% | -$86K | 0.06% | 112 |
|
|
2018
Q2 | $367K | Hold |
7,955
| – | – | 0.07% | 100 |
|
|
2018
Q1 | $392K | Sell |
7,955
-222
| -3% | -$10.9K | 0.08% | 99 |
|
|
2017
Q4 | $439K | Sell |
8,177
-500
| -6% | -$26.8K | 0.09% | 97 |
|
|
2017
Q3 | $418K | Sell |
8,677
-310
| -3% | -$14.9K | 0.09% | 95 |
|
|
2017
Q2 | $385K | Sell |
8,987
-2,298
| -20% | -$98.4K | 0.09% | 100 |
|
|
2017
Q1 | $387K | Sell |
11,285
-2,882
| -20% | -$98.8K | 0.09% | 101 |
|
|
2016
Q4 | $508K | Sell |
14,167
-24,790
| -64% | -$889K | 0.12% | 96 |
|
|
2016
Q3 | $1.62M | Sell |
38,957
-12,944
| -25% | -$538K | 0.39% | 65 |
|
|
2016
Q2 | $2.79M | Sell |
51,901
-49,738
| -49% | -$2.67M | 0.7% | 54 |
|
|
2016
Q1 | $5.51M | Sell |
101,639
-2,367
| -2% | -$128K | 1.35% | 31 |
|
|
2015
Q4 | $6.04M | Sell |
104,006
-1,021
| -1% | -$59.3K | 1.43% | 24 |
|
|
2015
Q3 | $5.7M | Sell |
105,027
-1,563
| -1% | -$84.8K | 1.38% | 26 |
|
|
2015
Q2 | $5.84M | Sell |
106,590
-4,180
| -4% | -$229K | 1.3% | 28 |
|
|
2015
Q1 | $5.91M | Sell |
110,770
-2,266
| -2% | -$121K | 1.32% | 33 |
|
|
2014
Q4 | $4.78M | Sell |
113,036
-4,572
| -4% | -$194K | 1.09% | 46 |
|
|
2014
Q3 | $5.6M | Sell |
117,608
-2,924
| -2% | -$139K | 1.3% | 37 |
|
|
2014
Q2 | $5.57M | Sell |
120,532
-3,145
| -3% | -$145K | 1.29% | 35 |
|
|
2014
Q1 | $5.65M | Buy |
123,677
+98,748
| +396% | +$4.51M | 1.35% | 35 |
|
|
2013
Q4 | $4.61M | Sell |
24,929
-531
| -2% | -$98.1K | 1.1% | 47 |
|
|
2013
Q3 | $4.31M | Sell |
25,460
-650
| -2% | -$110K | 1.09% | 47 |
|
|
2013
Q2 | $4.05M | Buy |
+26,110
| New | +$4.05M | 1.07% | 49 |
|