Lucia Wealth Services’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.21M | Buy |
34,860
+7,084
| +26% | +$246K | 0.28% | 64 |
|
|
2020
Q2 | $909K | Buy |
+27,776
| New | +$909K | 0.24% | 71 |
|
|
2019
Q1 | – | Sell |
-8,074
| Closed | -$186K | – | 200 |
|
|
2018
Q4 | $186K | Sell |
8,074
-3,940
| -33% | -$90.8K | 0.09% | 115 |
|
|
2018
Q3 | $283K | Sell |
12,014
-1,462
| -11% | -$34.4K | 0.09% | 119 |
|
|
2018
Q2 | $311K | Buy |
+13,476
| New | +$311K | 0.14% | 101 |
|