EWS
Evergreen Wealth Solutions’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,561
| Closed | -$223K | – | 116 |
|
|
2024
Q2 | $223K | Sell |
1,561
-120
| -7% | -$17.1K | 0.16% | 104 |
|
|
2024
Q1 | $216K | Buy |
+1,681
| New | +$216K | 0.16% | 109 |
|
|
2023
Q2 | – | Sell |
-1,380
| Closed | -$220K | – | 108 |
|
|
2023
Q1 | $220K | Sell |
1,380
-171
| -11% | -$27.3K | 0.25% | 94 |
|
|
2022
Q4 | $210K | Buy |
+1,551
| New | +$210K | 0.28% | 88 |
|
|
2022
Q1 | – | Sell |
-1,802
| Closed | -$202K | – | 97 |
|
|
2021
Q4 | $202K | Buy |
+1,802
| New | +$202K | 0.18% | 91 |
|