EWM
Evermay Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$494 | – | 592 |
|
|
2025
Q1 | $494 | Buy |
+5
| New | +$494 | ﹤0.01% | 544 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$338 | – | 695 |
|
|
2023
Q4 | $338 | Buy |
+4
| New | +$338 | ﹤0.01% | 639 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 574 |
|
|
2023
Q2 | – | Sell |
-85
| Closed | -$7.56K | – | 549 |
|
|
2023
Q1 | $7.56K | Hold |
85
| – | – | ﹤0.01% | 438 |
|
|
2022
Q4 | $7.59K | Hold |
85
| – | – | ﹤0.01% | 438 |
|
|
2022
Q3 | $7K | Hold |
85
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $8K | Sell |
85
-1,577
| -95% | -$148K | ﹤0.01% | 417 |
|
|
2022
Q1 | $194K | Buy |
1,662
+1,577
| +1,855% | +$184K | 0.03% | 193 |
|
|
2021
Q4 | $10K | Buy |
+85
| New | +$10K | ﹤0.01% | 408 |
|