Jeppson Wealth Management’s Nutrien NTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,244
| Closed | -$216K | – | 210 |
|
|
2024
Q2 | $216K | Sell |
4,244
-92
| -2% | -$4.68K | 0.08% | 186 |
|
|
2024
Q1 | $235K | Buy |
4,336
+49
| +1% | +$2.66K | 0.09% | 178 |
|
|
2023
Q4 | $242K | Buy |
4,287
+1,038
| +32% | +$58.5K | 0.1% | 173 |
|
|
2023
Q3 | $201K | Buy |
+3,249
| New | +$201K | 0.09% | 173 |
|
|
2023
Q2 | – | Sell |
-3,371
| Closed | -$249K | – | 202 |
|
|
2023
Q1 | $249K | Sell |
3,371
-42
| -1% | -$3.1K | 0.11% | 166 |
|
|
2022
Q4 | $249K | Sell |
3,413
-187
| -5% | -$13.7K | 0.1% | 171 |
|
|
2022
Q3 | $300K | Buy |
+3,600
| New | +$300K | 0.14% | 137 |
|
|
2020
Q4 | – | Sell |
-1,705
| Closed | -$67K | – | 341 |
|
|
2020
Q3 | $67K | Buy |
+1,705
| New | +$67K | 0.05% | 199 |
|