Spartan Planning & Wealth Management’s Northern Trust NTRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$27K	Buy	320 +317	+10,567%	+$26.7K	0.03%	156
2023 Q3	$208	Buy	+3	New	+$208	﹤0.01%	144
2022 Q4	$442	Buy	+5	New	+$442	﹤0.01%	140
2022 Q2	–	Sell	-2,755	Closed	-$321K	–	138
2022 Q1	$321K	Buy	+2,755	New	+$321K	0.4%	32