LWA
Lenox Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-81
| Closed | -$5K | – | 769 |
|
|
2021
Q1 | $5K | Sell |
81
-81
| -50% | -$5K | ﹤0.01% | 508 |
|
|
2020
Q4 | $11K | Buy |
+162
| New | +$11K | ﹤0.01% | 414 |
|
|
2020
Q2 | – | Sell |
-149
| Closed | -$9K | – | 731 |
|
|
2020
Q1 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 358 |
|
|
2019
Q4 | – | Sell |
-230
| Closed | -$12K | – | 791 |
|
|
2019
Q3 | $12K | Hold |
230
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $12K | Hold |
230
| – | – | ﹤0.01% | 267 |
|
|
2019
Q1 | $12K | Hold |
230
| – | – | ﹤0.01% | 256 |
|
|
2018
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 243 |
|
|
2018
Q3 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-189
| Closed | -$9K | – | 613 |
|
|
2018
Q1 | $9K | Buy |
+189
| New | +$9K | ﹤0.01% | 370 |
|
|
2017
Q4 | – | Sell |
-91
| Closed | -$4K | – | 433 |
|
|
2017
Q3 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 89 |
|
|
2017
Q2 | – | Sell |
-575
| Closed | -$20K | – | 115 |
|
|
2017
Q1 | $20K | Hold |
575
| – | – | 0.01% | 64 |
|
|
2016
Q4 | $21K | Sell |
575
-80
| -12% | -$2.92K | 0.01% | 80 |
|
|
2016
Q3 | $27K | Buy |
655
+80
| +14% | +$3.3K | 0.01% | 119 |
|
|
2016
Q2 | $31K | Hold |
575
| – | – | 0.01% | 111 |
|
|
2016
Q1 | $31K | Sell |
575
-27
| -4% | -$1.46K | 0.01% | 114 |
|
|
2015
Q4 | $35K | Sell |
602
-347
| -37% | -$20.2K | 0.01% | 107 |
|
|
2015
Q3 | $51K | Buy |
949
+374
| +65% | +$20.1K | 0.02% | 85 |
|
|
2015
Q2 | $31K | Hold |
575
| – | – | 0.01% | 81 |
|
|
2015
Q1 | $31K | Hold |
575
| – | – | 0.01% | 96 |
|
|
2014
Q4 | $24K | Buy |
+575
| New | +$24K | 0.01% | 117 |
|