JPLA
Joseph P. Lucia & Associates’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$113K | – | 320 |
|
|
2022
Q2 | $113K | Hold |
3,000
| – | – | 0.08% | 135 |
|
|
2022
Q1 | $108K | Buy |
+3,000
| New | +$108K | 0.07% | 150 |
|
|
2021
Q4 | – | Sell |
-3,000
| Closed | -$108K | – | 398 |
|
|
2021
Q3 | $108K | Sell |
3,000
-500
| -14% | -$18K | 0.06% | 163 |
|
|
2021
Q2 | $126K | Hold |
3,500
| – | – | 0.08% | 150 |
|
|
2021
Q1 | $140K | Hold |
3,500
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $112K | Buy |
+3,500
| New | +$112K | 0.08% | 140 |
|
|
2020
Q3 | – | Sell |
-4,500
| Closed | -$138K | – | 325 |
|
|
2020
Q2 | $138K | Hold |
4,500
| – | – | 0.12% | 109 |
|
|
2020
Q1 | $146K | Hold |
4,500
| – | – | 0.16% | 93 |
|
|
2019
Q4 | $183K | Hold |
4,500
| – | – | 0.17% | 100 |
|
|
2019
Q3 | $165K | Hold |
4,500
| – | – | 0.17% | 97 |
|
|
2019
Q2 | $169K | Sell |
4,500
-160,965
| -97% | -$6.05M | 0.18% | 90 |
|
|
2019
Q1 | $4.5K | Buy |
+165,465
| New | +$4.5K | 0.33% | 56 |
|