Institute for Wealth Management’s Nordstrom JWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,136
| Closed | -$261K | – | 485 |
|
|
2021
Q2 | $261K | Buy |
7,136
+10
| +0.1% | +$366 | 0.05% | 404 |
|
|
2021
Q1 | $270K | Sell |
7,126
-220
| -3% | -$8.34K | 0.05% | 376 |
|
|
2020
Q4 | $229K | Buy |
+7,346
| New | +$229K | 0.05% | 400 |
|
|
2020
Q1 | – | Sell |
-7,946
| Closed | -$325K | – | 552 |
|
|
2019
Q4 | $325K | Sell |
7,946
-1,388
| -15% | -$56.8K | 0.07% | 328 |
|
|
2019
Q3 | $314K | Sell |
9,334
-47
| -0.5% | -$1.58K | 0.08% | 315 |
|
|
2019
Q2 | $299K | Sell |
9,381
-98
| -1% | -$3.12K | 0.07% | 354 |
|
|
2019
Q1 | $421K | Buy |
+9,479
| New | +$421K | 0.09% | 274 |
|
|
2018
Q3 | – | Sell |
-10,402
| Closed | -$542K | – | 208 |
|
|
2018
Q2 | $542K | Buy |
+10,402
| New | +$542K | 0.17% | 157 |
|
|
2018
Q1 | – | Sell |
-10,047
| Closed | -$475K | – | 330 |
|
|
2017
Q4 | $475K | Sell |
10,047
-630
| -6% | -$29.8K | 0.11% | 234 |
|
|
2017
Q3 | $502K | Buy |
10,677
+274
| +3% | +$12.9K | 0.16% | 182 |
|
|
2017
Q2 | $501K | Buy |
+10,403
| New | +$501K | 0.14% | 224 |
|