PWA
Phoenix Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,434
| Closed | -$155K | – | 278 |
|
|
2021
Q3 | $155K | Buy |
1,434
+12
| +0.8% | +$1.3K | 0.12% | 125 |
|
|
2021
Q2 | $163K | Buy |
1,422
+137
| +11% | +$15.7K | 0.12% | 130 |
|
|
2021
Q1 | $136K | Buy |
1,285
+378
| +42% | +$40K | 0.11% | 135 |
|
|
2020
Q4 | $84K | Buy |
+907
| New | +$84K | 0.06% | 157 |
|