BTWM
Baker Tilly Wealth Management’s National Research Corp NRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,212
| Closed | -$286K | – | 369 |
|
|
2024
Q1 | $286K | Buy |
+7,212
| New | +$286K | 0.05% | 353 |
|
|
2023
Q2 | – | Sell |
-4,610
| Closed | -$201K | – | 567 |
|
|
2023
Q1 | $201K | Sell |
4,610
-818
| -15% | -$35.6K | 0.02% | 523 |
|
|
2022
Q4 | $202K | Sell |
5,428
-395
| -7% | -$14.7K | 0.02% | 508 |
|
|
2022
Q3 | $232K | Sell |
5,823
-342
| -6% | -$13.6K | 0.03% | 451 |
|
|
2022
Q2 | $236K | Sell |
6,165
-146
| -2% | -$5.59K | 0.03% | 445 |
|
|
2022
Q1 | $250K | Buy |
+6,311
| New | +$250K | 0.03% | 456 |
|