Northwestern Mutual Wealth Management’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11
| Closed | -$813 | – | 3883 |
|
|
2024
Q4 | $813 | Sell |
11
-48
| -81% | -$3.55K | ﹤0.01% | 3325 |
|
|
2024
Q3 | $5.8K | Buy |
59
+48
| +436% | +$4.72K | ﹤0.01% | 2854 |
|
|
2024
Q2 | $810 | Buy |
+11
| New | +$810 | ﹤0.01% | 3235 |
|
|
2023
Q3 | – | Sell |
-44
| Closed | -$2.48K | – | 3481 |
|
|
2023
Q2 | $2.48K | Sell |
44
-61
| -58% | -$3.43K | ﹤0.01% | 2950 |
|
|
2023
Q1 | $5.15K | Buy |
+105
| New | +$5.15K | ﹤0.01% | 2737 |
|
|
2020
Q2 | – | Sell |
-1,270
| Closed | -$40K | – | 2618 |
|
|
2020
Q1 | $40K | Buy |
+1,270
| New | +$40K | ﹤0.01% | 1478 |
|
|
2014
Q3 | – | Sell |
-420
| Closed | -$6K | – | 1431 |
|
|
2014
Q2 | $6K | Buy |
+420
| New | +$6K | ﹤0.01% | 993 |
|