JFS Wealth Advisors’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 | $64 | Sell |
5
-34
| -87% | -$435 | ﹤0.01% | 1825 |
|
|
2025
Q1 | $469 | Sell |
39
-1
| -3% | -$12 | ﹤0.01% | 1776 |
|
|
2024
Q4 | $528 | Hold |
40
| – | – | ﹤0.01% | 1769 |
|
|
2024
Q3 | $536 | Buy |
40
+2
| +5% | +$27 | ﹤0.01% | 1786 |
|
|
2024
Q2 | $439 | Hold |
38
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q1 | $443 | Hold |
38
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q4 | $475 | Buy |
38
+1
| +3% | +$13 | ﹤0.01% | 1814 |
|
|
2023
Q3 | $379 | Buy |
37
+7
| +23% | +$72 | ﹤0.01% | 1782 |
|
|
2023
Q2 | $318 | Buy |
30
+2
| +7% | +$21 | ﹤0.01% | 1823 |
|
|
2023
Q1 | $337 | Sell |
28
-2
| -7% | -$24 | ﹤0.01% | 1770 |
|
|
2022
Q4 | $419 | Buy |
30
+3
| +11% | +$42 | ﹤0.01% | 1760 |
|
|
2022
Q3 | $0 | Buy |
27
+2
| +8% | – | ﹤0.01% | 1865 |
|
|
2022
Q2 | $0 | Buy |
25
+8
| +47% | – | ﹤0.01% | 1880 |
|
|
2022
Q1 | $0 | Buy |
17
+10
| +143% | – | ﹤0.01% | 1920 |
|
|
2021
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1830 |
|