TWA
TCI Wealth Advisors’s Novo Nordisk NVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43
| Closed | -$6.84K | – | 1535 |
|
|
2023
Q1 | $6.84K | Sell |
43
-96
| -69% | -$15.3K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $18.8K | Buy |
139
+77
| +124% | +$10.4K | ﹤0.01% | 727 |
|
|
2022
Q3 | $6K | Sell |
62
-4
| -6% | -$387 | ﹤0.01% | 1362 |
|
|
2022
Q2 | $7K | Sell |
66
-9
| -12% | -$955 | ﹤0.01% | 1262 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 1356 |
|
|
2021
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 1321 |
|
|
2021
Q1 | $5K | Sell |
75
-185
| -71% | -$12.3K | ﹤0.01% | 1263 |
|
|
2020
Q4 | $18K | Sell |
260
-4
| -2% | -$277 | 0.01% | 495 |
|
|
2020
Q3 | $18K | Sell |
264
-52
| -16% | -$3.55K | 0.01% | 456 |
|
|
2020
Q2 | $21K | Buy |
+316
| New | +$21K | 0.01% | 422 |
|
|
2020
Q1 | – | Sell |
-92
| Closed | -$5K | – | 1656 |
|
|
2019
Q4 | $5K | Buy |
+92
| New | +$5K | ﹤0.01% | 858 |
|
|
2017
Q1 | – | Sell |
-303
| Closed | -$11K | – | 1357 |
|
|
2016
Q4 | $11K | Hold |
303
| – | – | 0.01% | 606 |
|
|
2016
Q3 | $13K | Sell |
303
-239
| -44% | -$10.3K | 0.01% | 523 |
|
|
2016
Q2 | $29K | Hold |
542
| – | – | 0.02% | 369 |
|
|
2016
Q1 | $29K | Hold |
542
| – | – | 0.02% | 372 |
|
|
2015
Q4 | $31K | Sell |
542
-60
| -10% | -$3.43K | 0.02% | 370 |
|
|
2015
Q3 | $33K | Sell |
602
-5
| -0.8% | -$274 | 0.02% | 331 |
|
|
2015
Q2 | $33K | Buy |
607
+303
| +100% | +$16.5K | 0.02% | 320 |
|
|
2015
Q1 | $16K | Sell |
304
-10
| -3% | -$526 | 0.01% | 384 |
|
|
2014
Q4 | $13K | Sell |
314
-133
| -30% | -$5.51K | 0.01% | 416 |
|
|
2014
Q3 | $21K | Sell |
447
-103
| -19% | -$4.84K | 0.01% | 330 |
|
|
2014
Q2 | $25K | Hold |
550
| – | – | 0.02% | 323 |
|
|
2014
Q1 | $25K | Buy |
550
+168
| +44% | +$7.64K | 0.02% | 303 |
|
|
2013
Q4 | $71K | Buy |
382
+306
| +403% | +$56.9K | 0.04% | 205 |
|
|
2013
Q3 | $0 | Buy |
+76
| New | – | ﹤0.01% | 820 |
|