Personal Wealth Partners’s Northern Trust NTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-184
| Closed | -$21K | – | 289 |
|
2021
Q2 | $21K | Buy |
+184
| New | +$21K | 0.01% | 207 |
|
2020
Q1 | – | Sell |
-196
| Closed | -$21K | – | 425 |
|
2019
Q4 | $21K | Hold |
196
| – | – | 0.01% | 193 |
|
2019
Q3 | $18K | Buy |
196
+12
| +7% | +$1.1K | 0.01% | 206 |
|
2019
Q2 | $17K | Buy |
+184
| New | +$17K | 0.01% | 189 |
|