Laidlaw Wealth Management’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,313
| Closed | -$283K | – | 380 |
|
|
2022
Q3 | $283K | Hold |
3,313
| – | – | 0.07% | 246 |
|
|
2022
Q2 | $320K | Hold |
3,313
| – | – | 0.07% | 256 |
|
|
2022
Q1 | $386K | Hold |
3,313
| – | – | 0.06% | 259 |
|
|
2021
Q4 | $396K | Buy |
+3,313
| New | +$396K | 0.06% | 258 |
|
|
2021
Q1 | – | Sell |
-5,138
| Closed | -$479K | – | 313 |
|
|
2020
Q4 | $479K | Buy |
+5,138
| New | +$479K | 0.1% | 195 |
|