Worth Asset Management’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 |
-1,340
| Closed | -$108K | – | 300 |
|
2023
Q2 | $108K | Buy |
1,340
+720
| +116% | +$58.3K | 0.08% | 132 |
|
2023
Q1 | $49.3K | Hold |
620
| – | – | 0.04% | 182 |
|
2022
Q4 | $42K | Hold |
620
| – | – | 0.03% | 199 |
|
2022
Q3 | $31K | Hold |
620
| – | – | 0.02% | 190 |
|
2022
Q2 | $35K | Hold |
620
| – | – | 0.02% | 237 |
|
2022
Q1 | $32K | Buy |
+620
| New | +$32K | 0.02% | 258 |
|