Compton Wealth Advisory Group’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,300
| Closed | -$219K | – | 75 |
|
|
2020
Q4 | $219K | Buy |
+3,300
| New | +$219K | 0.14% | 70 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$244K | – | 58 |
|
|
2019
Q4 | $244K | Hold |
3,300
| – | – | 0.22% | 53 |
|
|
2019
Q3 | $220K | Hold |
3,300
| – | – | 0.12% | 61 |
|
|
2019
Q2 | $205K | Buy |
+3,300
| New | +$205K | 0.11% | 68 |
|