Creative Planning’s Northeast Bank NBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-30
| Closed | -$2.75K | – | 3610 |
|
|
2024
Q4 | $2.75K | Buy |
+30
| New | +$2.75K | ﹤0.01% | 3425 |
|
|
2017
Q3 | – | Sell |
-525
| Closed | -$11K | – | 2969 |
|
|
2017
Q2 | $11K | Hold |
525
| – | – | ﹤0.01% | 3531 |
|
|
2017
Q1 | $8K | Hold |
525
| – | – | ﹤0.01% | 3676 |
|
|
2016
Q4 | $7K | Buy |
+525
| New | +$7K | ﹤0.01% | 3709 |
|