Integrated Wealth Concepts’s National Bankshares NKSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
9,157
-4
| -0% | -$109 | ﹤0.01% | 1651 |
|
|
2025
Q1 | $244K | Sell |
9,161
-8
| -0.1% | -$213 | ﹤0.01% | 1520 |
|
|
2024
Q4 | $263K | Buy |
9,169
+12
| +0.1% | +$345 | ﹤0.01% | 1442 |
|
|
2024
Q3 | $274K | Hold |
9,157
| – | – | ﹤0.01% | 1402 |
|
|
2024
Q2 | $259K | Hold |
9,157
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q1 | $306K | Hold |
9,157
| – | – | ﹤0.01% | 1310 |
|
|
2023
Q4 | $296K | Hold |
9,157
| – | – | ﹤0.01% | 1279 |
|
|
2023
Q3 | $229K | Hold |
9,157
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q2 | $267K | Hold |
9,157
| – | – | ﹤0.01% | 1284 |
|
|
2023
Q1 | $288K | Hold |
9,157
| – | – | 0.01% | 1074 |
|
|
2022
Q4 | $369K | Buy |
9,157
+1,467
| +19% | +$59.1K | 0.01% | 746 |
|
|
2022
Q3 | $260K | Hold |
7,690
| – | – | 0.01% | 779 |
|
|
2022
Q2 | $241K | Hold |
7,690
| – | – | 0.01% | 823 |
|
|
2022
Q1 | $286K | Hold |
7,690
| – | – | 0.01% | 760 |
|
|
2021
Q4 | $276K | Hold |
7,690
| – | – | 0.01% | 812 |
|
|
2021
Q3 | $279K | Hold |
7,690
| – | – | 0.01% | 771 |
|
|
2021
Q2 | $269K | Buy |
+7,690
| New | +$269K | 0.01% | 686 |
|