Arete Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,250
| Closed | -$188K | – | 341 |
|
|
2017
Q4 | $188K | Sell |
11,250
-1,250
| -10% | -$20.9K | 0.06% | 300 |
|
|
2017
Q3 | $216K | Sell |
12,500
-325
| -3% | -$5.62K | 0.09% | 239 |
|
|
2017
Q2 | $200K | Hold |
12,825
| – | – | 0.09% | 219 |
|
|
2017
Q1 | $216K | Buy |
12,825
+2,450
| +24% | +$41.3K | 0.09% | 178 |
|
|
2016
Q4 | $187K | Buy |
+10,375
| New | +$187K | 0.09% | 173 |
|