Jentner Corp’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Sell |
75,000
-5,000
| -6% | -$63.9K | 0.26% | 23 |
|
|
2025
Q1 | $962K | Hold |
80,000
| – | – | 0.29% | 22 |
|
|
2024
Q4 | $1.06M | Hold |
80,000
| – | – | 0.31% | 22 |
|
|
2024
Q3 | $1.07M | Sell |
80,000
-3,819
| -5% | -$51.1K | 0.33% | 20 |
|
|
2024
Q2 | $968K | Sell |
83,819
-4,500
| -5% | -$52K | 0.32% | 22 |
|
|
2024
Q1 | $1.03M | Buy |
+88,319
| New | +$1.03M | 0.36% | 19 |
|