EP Wealth Advisors’s Nutrien NTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,117
| Closed | -$248K | – | 531 |
|
|
2022
Q2 | $248K | Sell |
3,117
-88
| -3% | -$7K | 0.01% | 529 |
|
|
2022
Q1 | $333K | Sell |
3,205
-554
| -15% | -$57.6K | 0.01% | 472 |
|
|
2021
Q4 | $283K | Buy |
3,759
+612
| +19% | +$46.1K | 0.01% | 471 |
|
|
2021
Q3 | $204K | Buy |
+3,147
| New | +$204K | 0.01% | 510 |
|