Advisor Group’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $222K | Buy |
3,000
+944
| +46% | +$69.9K | ﹤0.01% | 2316 |
|
|
2019
Q3 | $137K | Hold |
2,056
| – | – | ﹤0.01% | 2640 |
|
|
2019
Q2 | $127K | Hold |
2,056
| – | – | ﹤0.01% | 2669 |
|
|
2019
Q1 | $123K | Hold |
2,056
| – | – | ﹤0.01% | 2678 |
|
|
2018
Q4 | $101K | Hold |
2,056
| – | – | ﹤0.01% | 2646 |
|
|
2018
Q3 | $112K | Hold |
2,056
| – | – | ﹤0.01% | 2678 |
|
|
2018
Q2 | $113K | Hold |
2,056
| – | – | ﹤0.01% | 2434 |
|
|
2018
Q1 | $113K | Hold |
2,056
| – | – | ﹤0.01% | 2470 |
|
|
2017
Q4 | $113K | Buy |
2,056
+128
| +7% | +$7.04K | ﹤0.01% | 2475 |
|
|
2017
Q3 | $111K | Hold |
1,928
| – | – | ﹤0.01% | 2310 |
|
|
2017
Q2 | $106K | Hold |
1,928
| – | – | ﹤0.01% | 2259 |
|
|
2017
Q1 | $91K | Sell |
1,928
-189
| -9% | -$8.92K | ﹤0.01% | 2230 |
|
|
2016
Q4 | $100K | Hold |
2,117
| – | – | ﹤0.01% | 2064 |
|
|
2016
Q3 | $81K | Buy |
2,117
+928
| +78% | +$35.5K | ﹤0.01% | 2148 |
|
|
2016
Q2 | $45K | Buy |
+1,189
| New | +$45K | ﹤0.01% | 2489 |
|