YorkBridge Wealth Partners’s Novo Nordisk NVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-756
| Closed | -$19K | – | 499 |
|
|
2019
Q2 | $19K | Buy |
756
+30
| +4% | +$754 | 0.01% | 483 |
|
|
2019
Q1 | $19K | Sell |
726
-256
| -26% | -$6.7K | 0.01% | 473 |
|
|
2018
Q4 | $23K | Hold |
982
| – | – | 0.01% | 428 |
|
|
2018
Q3 | $23K | Hold |
982
| – | – | 0.01% | 493 |
|
|
2018
Q2 | $23K | Hold |
982
| – | – | 0.01% | 504 |
|
|
2018
Q1 | $25K | Hold |
982
| – | – | 0.01% | 472 |
|
|
2017
Q4 | $24K | Buy |
982
+276
| +39% | +$6.75K | 0.01% | 467 |
|
|
2017
Q3 | $17K | Hold |
706
| – | – | 0.01% | 563 |
|
|
2017
Q2 | $15K | Hold |
706
| – | – | 0.01% | 575 |
|
|
2017
Q1 | $14K | Buy |
706
+626
| +783% | +$12.4K | 0.01% | 577 |
|
|
2016
Q4 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 839 |
|