CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Northwest Bancshares NWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-45,700
| Closed | -$713K | – | 90 |
|
|
2017
Q2 | $713K | Buy |
45,700
+22,800
| +100% | +$356K | 0.48% | 58 |
|
|
2017
Q1 | $385K | Sell |
22,900
-22,650
| -50% | -$381K | 0.27% | 71 |
|
|
2016
Q4 | $821K | Sell |
45,550
-600
| -1% | -$10.8K | 0.6% | 46 |
|
|
2016
Q3 | $725K | Buy |
+46,150
| New | +$725K | 0.57% | 47 |
|