Geneos Wealth Management’s Bank of N.T. Butterfield & Son NTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-82
| Closed | -$3K | – | 3143 |
|
|
2020
Q4 | $3K | Sell |
82
-429
| -84% | -$15.7K | ﹤0.01% | 2631 |
|
|
2020
Q3 | $11K | Hold |
511
| – | – | ﹤0.01% | 1921 |
|
|
2020
Q2 | $11K | Hold |
511
| – | – | ﹤0.01% | 1883 |
|
|
2020
Q1 | $8K | Hold |
511
| – | – | ﹤0.01% | 1898 |
|
|
2019
Q4 | $18K | Hold |
511
| – | – | ﹤0.01% | 1735 |
|
|
2019
Q3 | $15K | Buy |
+511
| New | +$15K | ﹤0.01% | 1734 |
|