Moneta Group Investment Advisors’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,761
| Closed | -$340K | – | 268 |
|
|
2019
Q1 | $340K | Buy |
3,761
+734
| +24% | +$66.4K | 0.04% | 166 |
|
|
2018
Q4 | $253K | Buy |
3,027
+86
| +3% | +$7.19K | 0.03% | 185 |
|
|
2018
Q3 | $300K | Buy |
2,941
+421
| +17% | +$42.9K | 0.03% | 181 |
|
|
2018
Q2 | $259K | Buy |
2,520
+100
| +4% | +$10.3K | 0.03% | 222 |
|
|
2018
Q1 | $250K | Buy |
2,420
+2,417
| +80,567% | +$250K | 0.03% | 174 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 523 |
|