EverSource Wealth Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Buy |
779
+523
| +204% | +$23.2K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $9.96K | Buy |
256
+117
| +84% | +$4.55K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $5.08K | Buy |
+139
| New | +$5.08K | ﹤0.01% | 2337 |
|
|
2022
Q4 | – | Sell |
-153
| Closed | -$5K | – | 2388 |
|
|
2022
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $5K | Sell |
153
-264
| -63% | -$8.63K | ﹤0.01% | 1276 |
|
|
2022
Q1 | $15K | Hold |
417
| – | – | ﹤0.01% | 816 |
|
|
2021
Q4 | $16K | Buy |
+417
| New | +$16K | ﹤0.01% | 777 |
|