Financial Planning & Information Services’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $402K | Buy |
4,204
+1,060
| +34% | +$101K | 0.06% | 65 |
|
|
2024
Q2 | $261K | Hold |
3,144
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $270K | Hold |
3,144
| – | – | 0.04% | 74 |
|
|
2023
Q4 | $253K | Hold |
3,144
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $219K | Hold |
3,144
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $214K | Buy |
+3,144
| New | +$214K | 0.04% | 81 |
|
|
2023
Q1 | – | Sell |
-3,144
| Closed | -$251K | – | 89 |
|
|
2022
Q4 | $251K | Hold |
3,144
| – | – | 0.05% | 77 |
|
|
2022
Q3 | $221K | Hold |
3,144
| – | – | 0.05% | 73 |
|
|
2022
Q2 | $227K | Hold |
3,144
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $294K | Sell |
3,144
-61
| -2% | -$5.7K | 0.07% | 66 |
|
|
2021
Q4 | $275K | Buy |
3,205
+61
| +2% | +$5.23K | 0.07% | 66 |
|
|
2021
Q3 | $233K | Sell |
3,144
-663
| -17% | -$49.1K | 0.06% | 67 |
|
|
2021
Q2 | $268K | Sell |
3,807
-600
| -14% | -$42.2K | 0.08% | 61 |
|
|
2021
Q1 | $368K | Sell |
4,407
-300
| -6% | -$25.1K | 0.11% | 53 |
|
|
2020
Q4 | $312K | Hold |
4,707
| – | – | 0.11% | 52 |
|
|
2020
Q3 | $257K | Hold |
4,707
| – | – | 0.1% | 55 |
|
|
2020
Q2 | $258K | Hold |
4,707
| – | – | 0.11% | 49 |
|
|
2020
Q1 | $257K | Hold |
4,707
| – | – | 0.13% | 47 |
|
|
2019
Q4 | $348K | Buy |
4,707
+593
| +14% | +$43.8K | 0.14% | 42 |
|
|
2019
Q3 | $274K | Hold |
4,114
| – | – | 0.12% | 44 |
|
|
2019
Q2 | $255K | Hold |
4,114
| – | – | 0.11% | 45 |
|
|
2019
Q1 | $245K | Buy |
+4,114
| New | +$245K | 0.11% | 44 |
|