Cascade Wealth Advisors’s National Bankshares NKSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,679	Closed	-$278K	–	48
2024 Q4	$278K	Sell	9,679 -1,000	-9%	-$28.7K	0.19%	40
2024 Q3	$319K	Hold	10,679	–	–	0.23%	40
2024 Q2	$341K	Hold	10,679	–	–	0.25%	40
2024 Q1	$310K	Buy	+10,679	New	+$310K	0.26%	43