Integrated Wealth Concepts’s NB Bancorp NBBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Sell |
49,740
-2,630
| -5% | -$47K | 0.01% | 991 |
|
|
2025
Q1 | $946K | Sell |
52,370
-12,034
| -19% | -$217K | 0.01% | 855 |
|
|
2024
Q4 | $1.16M | Sell |
64,404
-9,837
| -13% | -$178K | 0.01% | 753 |
|
|
2024
Q3 | $1.38M | Buy |
74,241
+170
| +0.2% | +$3.16K | 0.02% | 673 |
|
|
2024
Q2 | $1.12M | Sell |
74,071
-2,000
| -3% | -$30.2K | 0.02% | 707 |
|
|
2024
Q1 | $1.04M | Buy |
+76,071
| New | +$1.04M | 0.02% | 737 |
|