Compass Wealth Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,500
| Closed | -$30.1K | – | 324 |
|
|
2025
Q1 | $30.1K | Hold |
2,500
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $33K | Hold |
2,500
| – | – | 0.01% | 286 |
|
|
2024
Q3 | $33.5K | Hold |
2,500
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $28.9K | Hold |
2,500
| – | – | 0.01% | 298 |
|
|
2024
Q1 | $29.1K | Hold |
2,500
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $31.2K | Hold |
2,500
| – | – | 0.01% | 283 |
|
|
2023
Q3 | $25.6K | Hold |
2,500
| – | – | 0.01% | 293 |
|
|
2023
Q2 | $26.5K | Hold |
2,500
| – | – | 0.01% | 302 |
|
|
2023
Q1 | $30.1K | Hold |
2,500
| – | – | 0.01% | 292 |
|
|
2022
Q4 | $35K | Buy |
+2,500
| New | +$35K | 0.01% | 268 |
|