MWM
Minot Wealth Management’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$233K | – | 206 |
|
|
2022
Q1 | $233K | Hold |
2,000
| – | – | 0.05% | 180 |
|
|
2021
Q4 | $239K | Hold |
2,000
| – | – | 0.05% | 176 |
|
|
2021
Q3 | $216K | Hold |
2,000
| – | – | 0.05% | 191 |
|
|
2021
Q2 | $230K | Hold |
2,000
| – | – | 0.05% | 181 |
|
|
2021
Q1 | $210K | Buy |
+2,000
| New | +$210K | 0.05% | 183 |
|
|
2020
Q1 | – | Sell |
-2,016
| Closed | -$212K | – | 122 |
|
|
2019
Q4 | $212K | Buy |
+2,016
| New | +$212K | 0.1% | 129 |
|