B. Riley Wealth Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,058
| Closed | -$287K | – | 1534 |
|
|
2024
Q1 | $287K | Buy |
+9,058
| New | +$287K | 0.01% | 1055 |
|
|
2023
Q4 | – | Sell |
-9,058
| Closed | -$287K | – | 1472 |
|
|
2023
Q3 | $287K | Hold |
9,058
| – | – | 0.01% | 1055 |
|
|
2023
Q2 | $288K | Hold |
9,058
| – | – | 0.01% | 1141 |
|
|
2023
Q1 | $305K | Hold |
9,058
| – | – | 0.01% | 1061 |
|
|
2022
Q4 | $393K | Sell |
9,058
-102
| -1% | -$4.43K | 0.01% | 892 |
|
|
2022
Q3 | $348K | Buy |
+9,160
| New | +$348K | 0.01% | 931 |
|