Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-87,371
| Closed | -$1.58M | – | 347 |
|
|
2017
Q1 | $1.58M | Buy |
+87,371
| New | +$1.58M | 0.36% | 66 |
|
|
2016
Q4 | – | Sell |
-88,141
| Closed | -$1.4M | – | 775 |
|
|
2016
Q3 | $1.4M | Hold |
88,141
| – | – | 0.17% | 152 |
|
|
2016
Q2 | $1.3M | Sell |
88,141
-80
| -0.1% | -$1.18K | 0.18% | 166 |
|
|
2016
Q1 | $1.19M | Sell |
88,221
-1,347
| -2% | -$18.2K | 0.16% | 168 |
|
|
2015
Q4 | $1.2M | Buy |
89,568
+140
| +0.2% | +$1.87K | 0.16% | 155 |
|
|
2015
Q3 | $1.17M | Sell |
89,428
-100
| -0.1% | -$1.3K | 0.16% | 162 |
|
|
2015
Q2 | $1.15M | Sell |
89,528
-5,789
| -6% | -$74.2K | 0.15% | 172 |
|
|
2015
Q1 | $939K | Buy |
+95,317
| New | +$939K | 0.27% | 89 |
|
|
2014
Q3 | – | Sell |
-98,597
| Closed | -$1.27M | – | 573 |
|
|
2014
Q2 | $1.27M | Buy |
98,597
+12,113
| +14% | +$156K | 0.16% | 103 |
|
|
2014
Q1 | $1.24M | Buy |
+86,484
| New | +$1.24M | 0.15% | 102 |
|
|
2013
Q4 | – | Sell |
-67,321
| Closed | -$893K | – | 559 |
|
|
2013
Q3 | $893K | Buy |
+67,321
| New | +$893K | 0.13% | 133 |
|