BWA
BDO Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.28K | Buy |
+71
| New | +$5.28K | ﹤0.01% | 765 |
|
|
2020
Q4 | – | Sell |
-50
| Closed | -$4K | – | 972 |
|
|
2020
Q3 | $4K | Sell |
50
-422
| -89% | -$33.8K | ﹤0.01% | 590 |
|
|
2020
Q2 | $37K | Sell |
472
-45
| -9% | -$3.53K | 0.01% | 357 |
|
|
2020
Q1 | $39K | Buy |
517
+3
| +0.6% | +$226 | 0.01% | 359 |
|
|
2019
Q4 | $55K | Buy |
514
+3
| +0.6% | +$321 | 0.01% | 291 |
|
|
2019
Q3 | $48K | Buy |
511
+3
| +0.6% | +$282 | 0.01% | 318 |
|
|
2019
Q2 | $46K | Buy |
508
+3
| +0.6% | +$272 | 0.01% | 311 |
|
|
2019
Q1 | $46K | Buy |
505
+3
| +0.6% | +$273 | 0.01% | 291 |
|
|
2018
Q4 | $42K | Buy |
502
+2
| +0.4% | +$167 | 0.01% | 280 |
|
|
2018
Q3 | $51K | Buy |
500
+1
| +0.2% | +$102 | 0.02% | 294 |
|
|
2018
Q2 | $51K | Buy |
499
+2
| +0.4% | +$204 | 0.02% | 300 |
|
|
2018
Q1 | $51K | Buy |
497
+287
| +137% | +$29.5K | 0.02% | 251 |
|
|
2017
Q4 | $21K | Hold |
210
| – | – | 0.01% | 271 |
|
|
2017
Q3 | $19K | Sell |
210
-407
| -66% | -$36.8K | 0.01% | 261 |
|
|
2017
Q2 | $60K | Buy |
+617
| New | +$60K | 0.03% | 218 |
|