WealthTrust-Arizona’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$18K | – | 632 |
|
|
2016
Q4 | $18K | Sell |
1,000
-800
| -44% | -$14.4K | 0.01% | 272 |
|
|
2016
Q3 | $37K | Sell |
1,800
-1,000
| -36% | -$20.6K | 0.02% | 176 |
|
|
2016
Q2 | $75K | Hold |
2,800
| – | – | 0.05% | 111 |
|
|
2016
Q1 | $76K | Sell |
2,800
-902
| -24% | -$24.5K | 0.05% | 108 |
|
|
2015
Q4 | $108K | Sell |
3,702
-402
| -10% | -$11.7K | 0.07% | 89 |
|
|
2015
Q3 | $111K | Buy |
4,104
+2
| +0% | +$54 | 0.07% | 83 |
|
|
2015
Q2 | $112K | Buy |
4,102
+12
| +0.3% | +$328 | 0.07% | 87 |
|
|
2015
Q1 | $109K | Hold |
4,090
| – | – | 0.07% | 87 |
|
|
2014
Q4 | $87K | Buy |
4,090
+1,200
| +42% | +$25.5K | 0.07% | 109 |
|
|
2014
Q3 | $69K | Buy |
2,890
+296
| +11% | +$7.07K | 0.08% | 126 |
|
|
2014
Q2 | $60K | Buy |
2,594
+962
| +59% | +$22.3K | 0.06% | 144 |
|
|
2014
Q1 | $37K | Buy |
1,632
+352
| +28% | +$7.98K | 0.04% | 198 |
|
|
2013
Q4 | $24K | Sell |
1,280
-10
| -0.8% | -$188 | 0.03% | 241 |
|
|
2013
Q3 | $22K | Sell |
1,290
-500
| -28% | -$8.53K | 0.03% | 232 |
|
|
2013
Q2 | $28K | Buy |
+1,790
| New | +$28K | 0.04% | 187 |
|