IWA
IVC Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Hold |
10,550
| – | – | 0.07% | 172 |
|
|
2025
Q1 | $127K | Hold |
10,550
| – | – | 0.07% | 161 |
|
|
2024
Q4 | $139K | Sell |
10,550
-100
| -0.9% | -$1.32K | 0.08% | 150 |
|
|
2024
Q3 | $142K | Hold |
10,650
| – | – | 0.08% | 162 |
|
|
2024
Q2 | $123K | Hold |
10,650
| – | – | 0.07% | 163 |
|
|
2024
Q1 | $124K | Buy |
+10,650
| New | +$124K | 0.07% | 160 |
|
|
2023
Q4 | – | Sell |
-10,454
| Closed | -$107K | – | 169 |
|
|
2023
Q3 | $107K | Hold |
10,454
| – | – | 0.07% | 147 |
|
|
2023
Q2 | $111K | Buy |
+10,454
| New | +$111K | 0.07% | 157 |
|