VWA
Valued Wealth Advisors’s Northern Trust NTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04K | Hold |
16
| – | – | ﹤0.01% | 381 |
|
|
2025
Q1 | $1.59K | Hold |
16
| – | – | ﹤0.01% | 432 |
|
|
2024
Q4 | $1.65K | Hold |
16
| – | – | ﹤0.01% | 425 |
|
|
2024
Q3 | $1.45K | Sell |
16
-4
| -20% | -$362 | ﹤0.01% | 405 |
|
|
2024
Q2 | $1.69K | Buy |
20
+2
| +11% | +$169 | ﹤0.01% | 385 |
|
|
2024
Q1 | $1.61K | Buy |
18
+8
| +80% | +$715 | ﹤0.01% | 384 |
|
|
2023
Q4 | $703 | Buy |
+10
| New | +$703 | ﹤0.01% | 405 |
|