LWM
LBA Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $18K | Hold |
210
| – | – | 0.01% | 279 |
|
|
2016
Q4 | $19K | Sell |
210
-190
| -48% | -$17.2K | 0.01% | 269 |
|
|
2016
Q3 | $27K | Hold |
400
| – | – | 0.02% | 245 |
|
|
2016
Q2 | $27K | Hold |
400
| – | – | 0.02% | 239 |
|
|
2016
Q1 | $26K | Sell |
400
-90
| -18% | -$5.85K | 0.02% | 233 |
|
|
2015
Q4 | $35K | Sell |
490
-89
| -15% | -$6.36K | 0.02% | 224 |
|
|
2015
Q3 | $39K | Hold |
579
| – | – | 0.02% | 188 |
|
|
2015
Q2 | $44K | Buy |
579
+490
| +551% | +$37.2K | 0.03% | 175 |
|
|
2015
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 263 |
|
|
2014
Q4 | $6K | Hold |
89
| – | – | ﹤0.01% | 248 |
|
|
2014
Q3 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 322 |
|