AWM
Aevitas Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$18K | – | 254 |
|
|
2019
Q1 | $18K | Hold |
200
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $17K | Hold |
200
| – | – | 0.02% | 260 |
|
|
2018
Q3 | $20K | Hold |
200
| – | – | 0.02% | 289 |
|
|
2018
Q2 | $21K | Hold |
200
| – | – | 0.02% | 273 |
|
|
2018
Q1 | $21K | Hold |
200
| – | – | 0.02% | 249 |
|
|
2017
Q4 | $20K | Buy |
+200
| New | +$20K | 0.02% | 257 |
|