BerganKDV Wealth Management’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $10.5K | Hold |
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|
2023
Q1 | $12.4K | Hold |
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|
2022
Q4 | $12.5K | Sell |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $53K | Buy |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $59K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Hold |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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