Daymark Wealth Partners’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Hold |
23,666
| – | – | 0.01% | 444 |
|
2025
Q1 | $284K | Hold |
23,666
| – | – | 0.01% | 423 |
|
2024
Q4 | $312K | Hold |
23,666
| – | – | 0.01% | 404 |
|
2024
Q3 | $317K | Hold |
23,666
| – | – | 0.01% | 412 |
|
2024
Q2 | $273K | Sell |
23,666
-2,000
| -8% | -$23.1K | 0.01% | 413 |
|
2024
Q1 | $299K | Hold |
25,666
| – | – | 0.02% | 343 |
|
2023
Q4 | $320K | Sell |
25,666
-4,122
| -14% | -$51.4K | 0.02% | 312 |
|
2023
Q3 | $305K | Hold |
29,788
| – | – | 0.02% | 303 |
|
2023
Q2 | $316K | Buy |
+29,788
| New | +$316K | 0.02% | 293 |
|