Delos 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
Q4 | – | Sell |
-129
| Closed | -$23.9K | – | 369 |
|
|
2023
Q3 | $23.9K | Sell |
129
-129
| -50% | -$23.9K | 0.03% | 97 |
|
|
2023
Q2 | $20.9K | Hold |
258
| – | – | 0.03% | 98 |
|
|
2023
Q1 | $20.5K | Hold |
258
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $17.5K | Hold |
258
| – | – | 0.03% | 104 |
|
|
2022
Q3 | $13K | Hold |
258
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $14K | Hold |
258
| – | – | 0.02% | 113 |
|
|
2022
Q1 | $14K | Hold |
258
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $14K | Buy |
+258
| New | +$14K | 0.01% | 175 |
|