Squar Milner Financial 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 | – | Sell |
-23,854
| Closed | -$781K | – | 130 |
|
|
2020
Q2 | $781K | Sell |
23,854
-2,418
| -9% | -$79.2K | 0.44% | 58 |
|
|
2020
Q1 | $790K | Buy |
26,272
+1,312
| +5% | +$39.5K | 0.47% | 34 |
|
|
2019
Q4 | $722K | Sell |
24,960
-100
| -0.4% | -$2.89K | 0.36% | 52 |
|
|
2019
Q3 | $870K | Buy |
25,060
+4,874
| +24% | +$169K | 0.44% | 59 |
|
|
2019
Q2 | $515K | Buy |
20,186
+2,062
| +11% | +$52.6K | 0.35% | 62 |
|
|
2019
Q1 | $474K | Buy |
18,124
+2,720
| +18% | +$71.1K | 0.35% | 64 |
|
|
2018
Q4 | $355K | Hold |
15,404
| – | – | 0.34% | 74 |
|
|
2018
Q3 | $363K | Buy |
15,404
+870
| +6% | +$20.5K | 0.33% | 75 |
|
|
2018
Q2 | $335K | Hold |
14,534
| – | – | 0.3% | 89 |
|
|
2018
Q1 | $358K | Hold |
14,534
| – | – | 0.45% | 72 |
|
|
2017
Q4 | $418K | Buy |
+14,534
| New | +$418K | 0.51% | 62 |
|