Lumature Wealth Partners’s Novo Nordisk NVO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$113K Sell
1,394
-72
-5% -$5.82K 0.07% 188
2023
Q1
$117K Sell
1,466
-570
-28% -$45.3K 0.07% 182
2022
Q4
$138K Sell
2,036
-266
-12% -$18K 0.08% 173
2022
Q3
$115K Sell
2,302
-260
-10% -$13K 0.06% 187
2022
Q2
$143K Sell
2,562
-602
-19% -$33.6K 0.06% 192
2022
Q1
$176K Hold
3,164
0.07% 185
2021
Q4
$177K Sell
3,164
-372
-11% -$20.8K 0.07% 149
2021
Q3
$170K Sell
3,536
-598
-14% -$28.8K 0.07% 148
2021
Q2
$173K Sell
4,134
-764
-16% -$32K 0.07% 150
2021
Q1
$165K Sell
4,898
-11,854
-71% -$399K 0.09% 132
2020
Q4
$585K Buy
+16,752
New +$585K 0.55% 52