B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,133
| Closed | -$227K | – | 1247 |
|
|
2024
Q3 | $227K | Sell |
17,133
-983
| -5% | -$13K | 0.01% | 1082 |
|
|
2024
Q2 | $209K | Sell |
18,116
-125
| -0.7% | -$1.44K | 0.01% | 1217 |
|
|
2024
Q1 | $187K | Buy |
18,241
+598
| +3% | +$6.12K | 0.01% | 1287 |
|
|
2023
Q4 | $220K | Sell |
17,643
-598
| -3% | -$7.46K | 0.01% | 1209 |
|
|
2023
Q3 | $187K | Buy |
18,241
+989
| +6% | +$10.1K | 0.01% | 1287 |
|
|
2023
Q2 | $183K | Sell |
17,252
-57
| -0.3% | -$604 | ﹤0.01% | 1372 |
|
|
2023
Q1 | $208K | Buy |
17,309
+586
| +4% | +$7.05K | 0.01% | 1273 |
|
|
2022
Q4 | $234K | Sell |
16,723
-860
| -5% | -$12K | 0.01% | 1169 |
|
|
2022
Q3 | $238K | Buy |
17,583
+4,889
| +39% | +$66.2K | 0.01% | 1138 |
|
|
2022
Q2 | $163K | Sell |
12,694
-5,380
| -30% | -$69.1K | 0.01% | 1069 |
|
|
2022
Q1 | $245K | Sell |
18,074
-6,492
| -26% | -$88K | 0.01% | 1110 |
|
|
2021
Q4 | $348K | Sell |
24,566
-7,953
| -24% | -$113K | 0.01% | 994 |
|
|
2021
Q3 | $432K | Buy |
32,519
+3,580
| +12% | +$47.6K | 0.01% | 849 |
|
|
2021
Q2 | $395K | Sell |
28,939
-5
| -0% | -$68 | 0.01% | 891 |
|
|
2021
Q1 | $419K | Buy |
+28,944
| New | +$419K | 0.01% | 823 |
|