Toth Financial Advisory’s Bank of N.T. Butterfield & Son NTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-412
| Closed | -$14.5K | – | 750 |
|
|
2024
Q2 | $14.5K | Hold |
412
| – | – | ﹤0.01% | 430 |
|
|
2024
Q1 | $13.2K | Hold |
412
| – | – | ﹤0.01% | 424 |
|
|
2023
Q4 | $13.2K | Hold |
412
| – | – | ﹤0.01% | 425 |
|
|
2023
Q3 | $11.2K | Buy |
412
+112
| +37% | +$3.03K | ﹤0.01% | 426 |
|
|
2023
Q2 | $8.21K | Hold |
300
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $8.1K | Buy |
+300
| New | +$8.1K | ﹤0.01% | 481 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$7K | – | 800 |
|
|
2021
Q3 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 527 |
|