Glassman Wealth Services’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$168 | – | 1219 |
|
|
2023
Q4 | $168 | Hold |
4
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q3 | $127 | Hold |
4
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q2 | $127 | Sell |
4
-28
| -88% | -$889 | ﹤0.01% | 1874 |
|
|
2023
Q1 | $1.08K | Hold |
32
| – | – | ﹤0.01% | 1410 |
|
|
2022
Q4 | $1.39K | Hold |
32
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q2 | $1K | Buy |
32
+9
| +39% | +$281 | ﹤0.01% | 1475 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1459 |
|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q3 | $1K | Sell |
23
-11
| -32% | -$478 | ﹤0.01% | 1404 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q1 | $1K | Buy |
34
+11
| +48% | +$324 | ﹤0.01% | 1288 |
|
|
2020
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 1249 |
|
|
2020
Q3 | $1K | Buy |
23
+4
| +21% | +$174 | ﹤0.01% | 1198 |
|
|
2020
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1070 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1262 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1265 |
|