Creative Planning’s Norwood Financial Corp NWFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.68M | Hold |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.45M | Hold |
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|
2020
Q2 | $2.5M | Buy |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $337K | Hold |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $259K | Hold |
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|
2017
Q4 | $284K | Hold |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $242K | Sell |
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|
2017
Q1 | $481K | Hold |
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|
2016
Q4 | $380K | Sell |
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|
2016
Q3 | $834K | Hold |
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|
2016
Q2 | $803K | Hold |
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|
2016
Q1 | $785K | Hold |
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|
2015
Q4 | $825K | Buy |
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