Marks Group 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-20,637
| Closed | -$1.92M | – | 261 |
|
2020
Q4 | $1.92M | Buy |
20,637
+40
| +0.2% | +$3.73K | 0.3% | 107 |
|
2020
Q3 | $1.61M | Sell |
20,597
-34,869
| -63% | -$2.72M | 0.29% | 110 |
|
2020
Q2 | $4.41M | Buy |
55,466
+5,850
| +12% | +$465K | 0.9% | 33 |
|
2020
Q1 | $3.75M | Buy |
49,616
+3,397
| +7% | +$257K | 0.97% | 19 |
|
2019
Q4 | $4.91M | Buy |
+46,219
| New | +$4.91M | 0.97% | 22 |
|