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IBEX Wealth Advisors’s NBT Bancorp NBTB Stock Holding History

IBEX Wealth Advisors’s Portfolio NBTB Stock Details NBTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51,749
Closed -$934K – 222
2024
Q3 		$934K Buy
51,749
+50,700
+4,833% +$915K 0.26% 62
2024
Q2 		$40.5K Buy
+1,049
New +$40.5K 0.01% 168