KA
Kaizen Advisory’s Bank of N.T. Butterfield & Son NTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $501K | Sell |
16,001
-3,108
| -16% | -$97.3K | 0.35% | 119 |
|
|
2018
Q3 | $991K | Sell |
19,109
-5,970
| -24% | -$310K | 0.52% | 70 |
|
|
2018
Q2 | $1.15M | Sell |
25,079
-1,062
| -4% | -$48.6K | 0.58% | 51 |
|
|
2018
Q1 | $1.17M | Buy |
+26,141
| New | +$1.17M | 1.16% | 2 |
|