FWM
FFT Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,584
| Closed | -$340K | – | 127 |
|
|
2023
Q2 | $340K | Buy |
4,584
+667
| +17% | +$49.5K | 0.04% | 58 |
|
|
2023
Q1 | $345K | Buy |
3,917
+213
| +6% | +$18.8K | 0.04% | 58 |
|
|
2022
Q4 | $328K | Buy |
3,704
+554
| +18% | +$49K | 0.04% | 55 |
|
|
2022
Q3 | $270K | Buy |
+3,150
| New | +$270K | 0.04% | 63 |
|
|
2021
Q3 | – | Sell |
-1,666
| Closed | -$193K | – | 195 |
|
|
2021
Q2 | $193K | Buy |
+1,666
| New | +$193K | 0.04% | 65 |
|