ERTS Wealth Advisors’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,682
| Closed | -$590K | – | 89 |
|
|
2023
Q2 | $590K | Hold |
8,682
| – | – | 0.14% | 41 |
|
|
2023
Q1 | $547K | Hold |
8,682
| – | – | 0.13% | 42 |
|
|
2022
Q4 | $693K | Hold |
8,682
| – | – | 0.18% | 45 |
|
|
2022
Q3 | $612K | Hold |
8,682
| – | – | 0.17% | 41 |
|
|
2022
Q2 | $628K | Sell |
8,682
-220
| -2% | -$15.9K | 0.18% | 42 |
|
|
2022
Q1 | $833K | Sell |
8,902
-158
| -2% | -$14.8K | 0.23% | 29 |
|
|
2021
Q4 | $777K | Sell |
9,060
-5,424
| -37% | -$465K | 0.19% | 36 |
|
|
2021
Q3 | $1.07M | Buy |
+14,484
| New | +$1.07M | 0.28% | 29 |
|