Straight Path Wealth Management’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-4,000
| Closed | -$271K | – | 83 |
|
2022
Q4 | $271K | Buy |
+4,000
| New | +$271K | 0.26% | 51 |
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$223K | – | 77 |
|
2022
Q2 | $223K | Hold |
4,000
| – | – | 0.22% | 61 |
|
2022
Q1 | $222K | Hold |
4,000
| – | – | 0.19% | 62 |
|
2021
Q4 | $224K | Buy |
+4,000
| New | +$224K | 0.2% | 66 |
|