Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-20,450
| Closed | -$424K | – | 773 |
|
|
2016
Q3 | $424K | Sell |
20,450
-16
| -0.1% | -$332 | 0.05% | 413 |
|
|
2016
Q2 | $549K | Sell |
20,466
-3,216
| -14% | -$86.3K | 0.07% | 322 |
|
|
2016
Q1 | $637K | Sell |
23,682
-1,802
| -7% | -$48.5K | 0.09% | 288 |
|
|
2015
Q4 | $739K | Sell |
25,484
-8,170
| -24% | -$237K | 0.1% | 260 |
|
|
2015
Q3 | $910K | Buy |
33,654
+3,346
| +11% | +$90.5K | 0.12% | 214 |
|
|
2015
Q2 | $828K | Buy |
30,308
+9,376
| +45% | +$256K | 0.11% | 244 |
|
|
2015
Q1 | $228K | Sell |
20,932
-326
| -2% | -$3.55K | 0.07% | 365 |
|
|
2014
Q4 | $446K | Buy |
21,258
+504
| +2% | +$10.6K | 0.07% | 348 |
|
|
2014
Q3 | $491K | Sell |
20,754
-206
| -1% | -$4.87K | 0.07% | 267 |
|
|
2014
Q2 | $468K | Buy |
20,960
+970
| +5% | +$21.7K | 0.06% | 295 |
|
|
2014
Q1 | $452K | Hold |
19,990
| – | – | 0.06% | 296 |
|
|
2013
Q4 | $369K | Sell |
19,990
-970
| -5% | -$17.9K | 0.05% | 329 |
|
|
2013
Q3 | $354K | Sell |
20,960
-1,270
| -6% | -$21.4K | 0.05% | 331 |
|
|
2013
Q2 | $343K | Buy |
+22,230
| New | +$343K | 0.05% | 305 |
|