Northwestern Mutual Wealth Management’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-259
| Closed | -$4.11K | – | 3687 |
|
|
2024
Q4 | $4.11K | Buy |
+259
| New | +$4.11K | ﹤0.01% | 2999 |
|
|
2023
Q2 | – | Sell |
-253
| Closed | -$2.65K | – | 3365 |
|
|
2023
Q1 | $2.65K | Buy |
+253
| New | +$2.65K | ﹤0.01% | 2891 |
|
|
2021
Q2 | – | Sell |
-7,927
| Closed | -$103K | – | 3005 |
|
|
2021
Q1 | $103K | Buy |
+7,927
| New | +$103K | ﹤0.01% | 1478 |
|