MPS Loria Financial Planners’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,112
| Closed | -$116K | – | 422 |
|
|
2021
Q1 | $116K | Hold |
1,112
| – | – | 0.05% | 105 |
|
|
2020
Q4 | $103K | Buy |
1,112
+7
| +0.6% | +$648 | 0.05% | 113 |
|
|
2020
Q3 | $86K | Hold |
1,105
| – | – | 0.04% | 111 |
|
|
2020
Q2 | $88K | Buy |
+1,105
| New | +$88K | 0.05% | 111 |
|
|
2017
Q3 | – | Sell |
-1,505
| Closed | -$134K | – | 256 |
|
|
2017
Q2 | $134K | Buy |
+1,505
| New | +$134K | 0.09% | 98 |
|