ERTS Wealth Advisors’s Nicolet Bankshares NIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$590K Hold
2023
Q1
$547K Hold
2022
Q4
$693K Hold
2022
Q3
$612K Hold
2022
Q2
$628K Sell
2022
Q1
$833K Sell
2021
Q4
$777K Sell
2021
Q3
$1.07M Buy