JFS Wealth Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$172 | – | 1940 |
|
|
2025
Q1 | $172 | Hold |
4
| – | – | ﹤0.01% | 1848 |
|
|
2024
Q4 | $192 | Hold |
4
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q3 | $177 | Hold |
4
| – | – | ﹤0.01% | 1877 |
|
|
2024
Q2 | $155 | Hold |
4
| – | – | ﹤0.01% | 1908 |
|
|
2024
Q1 | $147 | Hold |
4
| – | – | ﹤0.01% | 1918 |
|
|
2023
Q4 | $168 | Hold |
4
| – | – | ﹤0.01% | 1919 |
|
|
2023
Q3 | $127 | Hold |
4
| – | – | ﹤0.01% | 1895 |
|
|
2023
Q2 | $128 | Hold |
4
| – | – | ﹤0.01% | 1915 |
|
|
2023
Q1 | $135 | Buy |
4
+2
| +100% | +$68 | ﹤0.01% | 1867 |
|
|
2022
Q4 | $87 | Buy |
+2
| New | +$87 | ﹤0.01% | 1889 |
|