Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,386
| Closed | -$50K | – | 1505 |
|
|
2019
Q1 | $50K | Sell |
1,386
-957
| -41% | -$34.5K | ﹤0.01% | 896 |
|
|
2018
Q4 | $73K | Sell |
2,343
-1,138
| -33% | -$35.5K | 0.01% | 711 |
|
|
2018
Q3 | $181K | Sell |
3,481
-604
| -15% | -$31.4K | 0.01% | 488 |
|
|
2018
Q2 | $187K | Sell |
4,085
-144
| -3% | -$6.59K | 0.02% | 488 |
|
|
2018
Q1 | $190K | Sell |
4,229
-484
| -10% | -$21.7K | 0.02% | 490 |
|
|
2017
Q4 | $171K | Buy |
4,713
+2,178
| +86% | +$79K | 0.02% | 543 |
|
|
2017
Q3 | $93K | Buy |
+2,535
| New | +$93K | 0.01% | 742 |
|