SWA
Sutton Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.41K | Buy |
121
+82
| +210% | +$5.7K | ﹤0.01% | 508 |
|
|
2023
Q2 | $2.89K | Buy |
39
+4
| +11% | +$297 | ﹤0.01% | 647 |
|
|
2023
Q1 | $3.09K | Sell |
35
-4
| -10% | -$353 | ﹤0.01% | 581 |
|
|
2022
Q4 | $3.45K | Sell |
39
-9
| -19% | -$796 | ﹤0.01% | 1145 |
|
|
2022
Q3 | $4.11K | Buy |
48
+5
| +12% | +$428 | ﹤0.01% | 1102 |
|
|
2022
Q2 | $4.15K | Buy |
43
+4
| +10% | +$386 | ﹤0.01% | 1093 |
|
|
2022
Q1 | $4.54K | Buy |
39
+8
| +26% | +$932 | ﹤0.01% | 1096 |
|
|
2021
Q4 | $3.71K | Hold |
31
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q3 | $3.34K | Buy |
31
+2
| +7% | +$216 | ﹤0.01% | 1112 |
|
|
2021
Q2 | $3.35K | Hold |
29
| – | – | ﹤0.01% | 1098 |
|
|
2021
Q1 | $3.05K | Hold |
29
| – | – | ﹤0.01% | 1082 |
|
|
2020
Q4 | $2.7K | Buy |
29
+9
| +45% | +$838 | ﹤0.01% | 1071 |
|
|
2020
Q3 | $1.56K | Buy |
20
+5
| +33% | +$390 | ﹤0.01% | 1097 |
|
|
2020
Q2 | $1.19K | Sell |
15
-19
| -56% | -$1.51K | ﹤0.01% | 1107 |
|
|
2020
Q1 | $2.57K | Sell |
34
-3
| -8% | -$226 | ﹤0.01% | 997 |
|
|
2019
Q4 | $3.93K | Hold |
37
| – | – | ﹤0.01% | 976 |
|
|
2019
Q3 | $3.45K | Hold |
37
| – | – | ﹤0.01% | 985 |
|
|
2019
Q2 | $3.33K | Buy |
37
+19
| +106% | +$1.71K | ﹤0.01% | 985 |
|
|
2019
Q1 | $1.63K | Buy |
18
+7
| +64% | +$633 | ﹤0.01% | 1073 |
|
|
2018
Q4 | $919 | Hold |
11
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q3 | $1.12K | Hold |
11
| – | – | ﹤0.01% | 1032 |
|
|
2018
Q2 | $1.13K | Hold |
11
| – | – | ﹤0.01% | 1050 |
|
|
2018
Q1 | $1.13K | Hold |
11
| – | – | ﹤0.01% | 1037 |
|
|
2017
Q4 | $1.1K | Hold |
11
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q3 | $1.01K | Hold |
11
| – | – | ﹤0.01% | 996 |
|
|
2017
Q2 | $1.07K | Hold |
11
| – | – | ﹤0.01% | 994 |
|
|
2017
Q1 | $952 | Hold |
11
| – | – | ﹤0.01% | 979 |
|
|
2016
Q4 | $980 | Hold |
11
| – | – | ﹤0.01% | 971 |
|
|
2016
Q3 | $748 | Hold |
11
| – | – | ﹤0.01% | 974 |
|
|
2016
Q2 | $729 | Hold |
11
| – | – | ﹤0.01% | 943 |
|
|
2016
Q1 | $717 | Buy |
+11
| New | +$717 | ﹤0.01% | 936 |
|