FGAM
Financial Gravity Asset Management’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 883 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 684 |
|
|
2020
Q2 | – | Sell |
-7
| Closed | -$237 | – | 573 |
|
|
2020
Q1 | $237 | Buy |
7
+1
| +17% | +$34 | ﹤0.01% | 687 |
|
|
2019
Q4 | $41K | Buy |
+6
| New | +$41K | 0.03% | 731 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | – | – | 1534 |
|
|
2019
Q1 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1479 |
|
|
2018
Q3 | $1K | Buy |
24
+2
| +9% | +$83 | ﹤0.01% | 1195 |
|
|
2018
Q2 | $1K | Sell |
22
-2
| -8% | -$91 | ﹤0.01% | 1219 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1207 |
|