AWM
AllSquare Wealth Management’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Buy |
65
+1
| +2% | +$42 | ﹤0.01% | 461 |
|
|
2025
Q1 | $2.76K | Hold |
64
| – | – | ﹤0.01% | 458 |
|
|
2024
Q4 | $3.05K | Hold |
64
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $2.81K | Buy |
64
+1
| +2% | +$44 | ﹤0.01% | 457 |
|
|
2024
Q2 | $2.43K | Buy |
63
+1
| +2% | +$39 | ﹤0.01% | 459 |
|
|
2024
Q1 | $2.29K | Hold |
62
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $2.59K | Buy |
62
+1
| +2% | +$42 | ﹤0.01% | 454 |
|
|
2023
Q3 | $1.95K | Sell |
61
-2,410
| -98% | -$76.8K | ﹤0.01% | 470 |
|
|
2023
Q2 | $85.9K | Hold |
2,471
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $83.3K | Hold |
2,471
| – | – | 0.05% | 163 |
|
|
2022
Q4 | $107K | Hold |
2,471
| – | – | 0.07% | 129 |
|
|
2022
Q3 | $94K | Buy |
2,471
+1
| +0% | +$38 | 0.07% | 127 |
|
|
2022
Q2 | $93K | Hold |
2,470
| – | – | 0.06% | 139 |
|
|
2022
Q1 | $89K | Buy |
2,470
+1
| +0% | +$36 | 0.05% | 161 |
|
|
2021
Q4 | $95K | Buy |
2,469
+25
| +1% | +$962 | 0.06% | 158 |
|
|
2021
Q3 | $88K | Hold |
2,444
| – | – | 0.05% | 162 |
|
|
2021
Q2 | $88K | Buy |
2,444
+1
| +0% | +$36 | 0.05% | 174 |
|
|
2021
Q1 | $97K | Hold |
2,443
| – | – | 0.06% | 150 |
|
|
2020
Q4 | $78K | Hold |
2,443
| – | – | 0.05% | 162 |
|
|
2020
Q3 | $66K | Hold |
2,443
| – | – | 0.05% | 162 |
|
|
2020
Q2 | $75K | Buy |
2,443
+1
| +0% | +$31 | 0.06% | 142 |
|
|
2020
Q1 | $79K | Hold |
2,442
| – | – | 0.07% | 129 |
|
|
2019
Q4 | $99K | Hold |
2,442
| – | – | 0.07% | 128 |
|
|
2019
Q3 | $89K | Buy |
2,442
+18
| +0.7% | +$656 | 0.07% | 136 |
|
|
2019
Q2 | $91K | Buy |
2,424
+17
| +0.7% | +$638 | 0.07% | 132 |
|
|
2019
Q1 | $87K | Buy |
2,407
+36
| +2% | +$1.3K | 0.07% | 139 |
|
|
2018
Q4 | $82K | Buy |
2,371
+27
| +1% | +$934 | 0.07% | 129 |
|
|
2018
Q3 | $90K | Buy |
2,344
+14
| +0.6% | +$538 | 0.07% | 127 |
|
|
2018
Q2 | $89K | Buy |
2,330
+15
| +0.6% | +$573 | 0.07% | 130 |
|
|
2018
Q1 | $82K | Buy |
2,315
+14
| +0.6% | +$496 | 0.07% | 120 |
|
|
2017
Q4 | $85K | Buy |
2,301
+14
| +0.6% | +$517 | 0.07% | 115 |
|
|
2017
Q3 | $84K | Buy |
2,287
+16
| +0.7% | +$588 | 0.07% | 108 |
|
|
2017
Q2 | $84K | Buy |
2,271
+13
| +0.6% | +$481 | 0.09% | 59 |
|
|
2017
Q1 | $84K | Buy |
2,258
+13
| +0.6% | +$484 | 0.07% | 102 |
|
|
2016
Q4 | $94K | Buy |
2,245
+12
| +0.5% | +$502 | 0.09% | 99 |
|
|
2016
Q3 | $73K | Buy |
2,233
+16
| +0.7% | +$523 | 0.07% | 98 |
|
|
2016
Q2 | $63K | Buy |
2,217
+17
| +0.8% | +$483 | 0.06% | 103 |
|
|
2016
Q1 | $59K | Buy |
2,200
+18
| +0.8% | +$483 | 0.06% | 107 |
|
|
2015
Q4 | $61K | Buy |
2,182
+17
| +0.8% | +$475 | 0.06% | 103 |
|
|
2015
Q3 | $58K | Buy |
2,165
+18
| +0.8% | +$482 | 0.06% | 105 |
|
|
2015
Q2 | $56K | Buy |
2,147
+18
| +0.8% | +$469 | 0.05% | 117 |
|
|
2015
Q1 | $53K | Hold |
2,129
| – | – | 0.05% | 122 |
|
|
2014
Q4 | $56K | Buy |
+2,129
| New | +$56K | 0.05% | 117 |
|