SWS
SYSTM Wealth Solutions’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.91K | Sell |
16
-6,702
| -100% | -$798K | 0.06% | 61 |
|
|
2024
Q2 | $959K | Sell |
6,718
-8,641
| -56% | -$1.23M | 0.21% | 117 |
|
|
2024
Q1 | $1.98M | Sell |
15,359
-1,756
| -10% | -$226K | 0.25% | 119 |
|
|
2023
Q4 | $1.77M | Sell |
17,115
-6,064
| -26% | -$627K | 0.25% | 118 |
|
|
2023
Q3 | $2.11M | Buy |
23,179
+12,566
| +118% | +$1.14M | 0.32% | 82 |
|
|
2023
Q2 | $1.72M | Buy |
10,613
+4,144
| +64% | +$671K | 0.23% | 119 |
|
|
2023
Q1 | $1.03M | Sell |
6,469
-531
| -8% | -$84.5K | 0.16% | 170 |
|
|
2022
Q4 | $947K | Buy |
+7,000
| New | +$947K | 0.12% | 221 |
|