Constellation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,992
| Closed | -$520K | – | 135 |
|
|
2015
Q2 | $520K | Hold |
18,992
| – | – | 0.04% | 135 |
|
|
2015
Q1 | $507K | Buy |
18,992
+380
| +2% | +$10.1K | 0.04% | 143 |
|
|
2014
Q4 | $394K | Sell |
18,612
-684
| -4% | -$14.5K | 0.03% | 148 |
|
|
2014
Q3 | $459K | Sell |
19,296
-934
| -5% | -$22.2K | 0.04% | 142 |
|
|
2014
Q2 | $467K | Hold |
20,230
| – | – | 0.05% | 122 |
|
|
2014
Q1 | $462K | Sell |
20,230
-10,790
| -35% | -$246K | 0.05% | 147 |
|
|
2013
Q4 | $573K | Buy |
31,020
+2,120
| +7% | +$39.2K | 0.06% | 144 |
|
|
2013
Q3 | $489K | Buy |
+28,900
| New | +$489K | 0.06% | 139 |
|