TrueWealth LLC’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $285K | Sell |
8,704
-140
| -2% | -$4.58K | 0.12% | 104 |
|
|
2020
Q1 | $266K | Sell |
8,844
-266
| -3% | -$8K | 0.13% | 102 |
|
|
2019
Q4 | $264K | Sell |
9,110
-116
| -1% | -$3.36K | 0.11% | 112 |
|
|
2019
Q3 | $238K | Hold |
9,226
| – | – | 0.1% | 114 |
|
|
2019
Q2 | $235K | Hold |
9,226
| – | – | 0.1% | 122 |
|
|
2019
Q1 | $241K | Hold |
9,226
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $213K | Hold |
9,226
| – | – | 0.11% | 116 |
|
|
2018
Q3 | $217K | Sell |
9,226
-716
| -7% | -$16.8K | 0.1% | 122 |
|
|
2018
Q2 | $229K | Sell |
9,942
-758
| -7% | -$17.5K | 0.11% | 118 |
|
|
2018
Q1 | $263K | Hold |
10,700
| – | – | 0.13% | 109 |
|
|
2017
Q4 | $287K | Buy |
+10,700
| New | +$287K | 0.13% | 103 |
|