Berman Capital Advisors’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $63K | Buy |
588
+174
| +42% | +$18.6K | 0.01% | 585 |
|
|
2021
Q2 | $47K | Buy |
414
+265
| +178% | +$30.1K | 0.01% | 615 |
|
|
2021
Q1 | $15K | Buy |
149
+4
| +3% | +$403 | ﹤0.01% | 899 |
|
|
2020
Q4 | $13K | Buy |
145
+28
| +24% | +$2.51K | ﹤0.01% | 823 |
|
|
2020
Q3 | $9K | Buy |
117
+34
| +41% | +$2.62K | ﹤0.01% | 845 |
|
|
2020
Q2 | $5K | Sell |
83
-140
| -63% | -$8.43K | ﹤0.01% | 984 |
|
|
2020
Q1 | $16K | Sell |
223
-10
| -4% | -$717 | 0.01% | 552 |
|
|
2019
Q4 | $24K | Hold |
233
| – | – | 0.01% | 482 |
|
|
2019
Q3 | $21K | Buy |
233
+83
| +55% | +$7.48K | 0.01% | 495 |
|
|
2019
Q2 | $13K | Buy |
150
+13
| +9% | +$1.13K | ﹤0.01% | 645 |
|
|
2019
Q1 | $12K | Hold |
137
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $11K | Buy |
+137
| New | +$11K | ﹤0.01% | 489 |
|