KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,306
| Closed | -$216K | – | 57 |
|
|
2022
Q1 | $216K | Sell |
2,306
-650
| -22% | -$60.9K | 0.49% | 34 |
|
|
2021
Q4 | $253K | Sell |
2,956
-10
| -0.3% | -$856 | 0.31% | 53 |
|
|
2021
Q3 | $220K | Sell |
2,966
-3,112
| -51% | -$231K | 0.66% | 32 |
|
|
2021
Q2 | $428K | Buy |
6,078
+276
| +5% | +$19.4K | 0.17% | 89 |
|
|
2021
Q1 | $484K | Sell |
5,802
-200
| -3% | -$16.7K | 0.25% | 78 |
|
|
2020
Q4 | $398K | Buy |
6,002
+325
| +6% | +$21.6K | 0.24% | 81 |
|
|
2020
Q3 | $310K | Hold |
5,677
| – | – | 0.23% | 82 |
|
|
2020
Q2 | $311K | Buy |
5,677
+1,987
| +54% | +$109K | 0.28% | 75 |
|
|
2020
Q1 | $201K | Hold |
3,690
| – | – | 0.23% | 80 |
|
|
2019
Q4 | $273K | Buy |
+3,690
| New | +$273K | 0.23% | 82 |
|