Total Clarity 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6,850
| Closed | -$702K | – | 322 |
|
2025
Q1 | $702K | Hold |
6,850
| – | – | 0.23% | 114 |
|
2024
Q4 | $702K | Sell |
6,850
-750
| -10% | -$76.9K | 0.23% | 114 |
|
2024
Q3 | $684K | Buy |
+7,600
| New | +$684K | 0.22% | 121 |
|
2024
Q2 | – | Sell |
-2,350
| Closed | -$209K | – | 279 |
|
2024
Q1 | $209K | Buy |
+2,350
| New | +$209K | 0.07% | 248 |
|
2023
Q1 | – | Sell |
-2,639
| Closed | -$234K | – | 224 |
|
2022
Q4 | $234K | Buy |
+2,639
| New | +$234K | 0.12% | 198 |
|
2022
Q3 | – | Sell |
-56
| Closed | -$5K | – | 723 |
|
2022
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 819 |
|