Kalos Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-138,726
| Closed | -$3.42M | – | 209 |
|
|
2018
Q1 | $3.42M | Buy |
138,726
+1,936
| +1% | +$47.7K | 2.02% | 12 |
|
|
2017
Q4 | $3.67M | Sell |
136,790
-1,652
| -1% | -$44.3K | 1.72% | 8 |
|
|
2017
Q3 | $3.33M | Buy |
138,442
+4,160
| +3% | +$100K | 2.15% | 7 |
|
|
2017
Q2 | $2.88M | Buy |
134,282
+4,990
| +4% | +$107K | 2.63% | 7 |
|
|
2017
Q1 | $2.22M | Buy |
129,292
+16,672
| +15% | +$286K | 1.57% | 25 |
|
|
2016
Q4 | $2.02M | Buy |
+112,620
| New | +$2.02M | 1.63% | 20 |
|
|
2016
Q1 | – | Hold |
0
| – | -$5K | – | 375 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 445 |
|