Tilia Fiduciary Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,250
| Closed | -$101K | – | 346 |
|
|
2023
Q2 | $101K | Hold |
1,250
| – | – | 0.09% | 132 |
|
|
2023
Q1 | $99.5K | Hold |
1,250
| – | – | 0.09% | 136 |
|
|
2022
Q4 | $84.6K | Hold |
1,250
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $65K | Hold |
1,250
| – | – | 0.07% | 171 |
|
|
2022
Q2 | $68K | Hold |
1,250
| – | – | 0.06% | 175 |
|
|
2022
Q1 | $69K | Hold |
1,250
| – | – | 0.06% | 190 |
|
|
2021
Q4 | $70K | Buy |
+1,250
| New | +$70K | 0.06% | 191 |
|