Creative Planning’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,428
| Closed | -$279K | – | 2296 |
|
|
2022
Q2 | $279K | Hold |
7,428
| – | – | ﹤0.01% | 1658 |
|
|
2022
Q1 | $268K | Hold |
7,428
| – | – | ﹤0.01% | 1705 |
|
|
2021
Q4 | $286K | Buy |
+7,428
| New | +$286K | ﹤0.01% | 1657 |
|
|
2017
Q3 | – | Sell |
-1,893
| Closed | -$70K | – | 2970 |
|
|
2017
Q2 | $70K | Sell |
1,893
-10,048
| -84% | -$372K | ﹤0.01% | 2238 |
|
|
2017
Q1 | $443K | Hold |
11,941
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q4 | $500K | Sell |
11,941
-15,072
| -56% | -$631K | ﹤0.01% | 920 |
|
|
2016
Q3 | $888K | Hold |
27,013
| – | – | 0.01% | 639 |
|
|
2016
Q2 | $773K | Hold |
27,013
| – | – | 0.01% | 595 |
|
|
2016
Q1 | $728K | Hold |
27,013
| – | – | 0.01% | 603 |
|
|
2015
Q4 | $753K | Buy |
27,013
+25,270
| +1,450% | +$704K | 0.01% | 594 |
|
|
2015
Q3 | $47K | Buy |
+1,743
| New | +$47K | ﹤0.01% | 2079 |
|
|
2015
Q1 | – | Sell |
-176
| Closed | -$5K | – | 4169 |
|
|
2014
Q4 | $5K | Buy |
+176
| New | +$5K | ﹤0.01% | 3432 |
|