Destiny Wealth Partners’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,072
| Closed | -$85.5K | – | 469 |
|
|
2022
Q4 | $85.5K | Hold |
1,072
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $76K | Hold |
1,072
| – | – | 0.02% | 244 |
|
|
2022
Q2 | $78K | Hold |
1,072
| – | – | 0.02% | 248 |
|
|
2022
Q1 | $100K | Hold |
1,072
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $92K | Hold |
1,072
| – | – | 0.02% | 236 |
|
|
2021
Q3 | $80K | Buy |
+1,072
| New | +$80K | 0.02% | 233 |
|
|
2021
Q2 | – | Sell |
-1,072
| Closed | -$89K | – | 388 |
|
|
2021
Q1 | $89K | Hold |
1,072
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $71K | Buy |
+1,072
| New | +$71K | 0.01% | 259 |
|