Mariner Wealth Advisors (Cincinnati)’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $255K | Hold |
10,800
| – | – | 0.01% | 262 |
|
|
2018
Q2 | $249K | Hold |
10,800
| – | – | 0.01% | 268 |
|
|
2018
Q1 | $266K | Hold |
10,800
| – | – | 0.02% | 242 |
|
|
2017
Q4 | $290K | Hold |
10,800
| – | – | 0.02% | 235 |
|
|
2017
Q3 | $260K | Hold |
10,800
| – | – | 0.02% | 237 |
|
|
2017
Q2 | $232K | Buy |
+10,800
| New | +$232K | 0.02% | 236 |
|
|
2017
Q1 | – | Sell |
-19,400
| Closed | -$348K | – | 252 |
|
|
2016
Q4 | $348K | Buy |
19,400
+8,600
| +80% | +$154K | 0.03% | 194 |
|
|
2016
Q3 | $225K | Sell |
10,800
-1,800
| -14% | -$37.5K | 0.02% | 236 |
|
|
2016
Q2 | $339K | Buy |
+12,600
| New | +$339K | 0.03% | 195 |
|