Wealthspire Advisors (New York)’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 | $223K | Buy |
+1,761
| New | +$223K | ﹤0.01% | 753 |
|
|
2022
Q1 | – | Sell |
-1,800
| Closed | -$215K | – | 513 |
|
|
2021
Q4 | $215K | Buy |
+1,800
| New | +$215K | ﹤0.01% | 505 |
|
|
2021
Q2 | – | Sell |
-3,679
| Closed | -$387K | – | 567 |
|
|
2021
Q1 | $387K | Buy |
3,679
+138
| +4% | +$14.5K | 0.01% | 469 |
|
|
2020
Q4 | $330K | Buy |
+3,541
| New | +$330K | 0.01% | 407 |
|
|
2020
Q2 | – | Sell |
-4,016
| Closed | -$303K | – | 447 |
|
|
2020
Q1 | $303K | Buy |
+4,016
| New | +$303K | 0.01% | 378 |
|
|
2019
Q1 | – | Sell |
-238
| Closed | -$20K | – | 557 |
|
|
2018
Q4 | $20K | Buy |
+238
| New | +$20K | ﹤0.01% | 340 |
|