CWS
Confluence Wealth Services’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,354
| Closed | -$280K | – | 345 |
|
|
2024
Q3 | $280K | Sell |
2,354
-500
| -18% | -$59.5K | 0.02% | 292 |
|
|
2024
Q2 | $407K | Buy |
2,854
+166
| +6% | +$23.7K | 0.03% | 250 |
|
|
2024
Q1 | $345K | Buy |
2,688
+644
| +32% | +$82.7K | 0.03% | 253 |
|
|
2023
Q4 | $211K | Sell |
2,044
-264
| -11% | -$27.3K | 0.02% | 281 |
|
|
2023
Q3 | $210K | Buy |
+2,308
| New | +$210K | 0.04% | 249 |
|