Klingman & Associates’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,838
| Closed | -$93K | – | 239 |
|
|
2016
Q3 | $93K | Hold |
2,838
| – | – | 0.03% | 143 |
|
|
2016
Q2 | $81K | Sell |
2,838
-400
| -12% | -$11.4K | 0.03% | 152 |
|
|
2016
Q1 | $87K | Hold |
3,238
| – | – | 0.03% | 150 |
|
|
2015
Q4 | $90K | Sell |
3,238
-61
| -2% | -$1.7K | 0.03% | 171 |
|
|
2015
Q3 | $88K | Hold |
3,299
| – | – | 0.03% | 167 |
|
|
2015
Q2 | $86K | Buy |
3,299
+1,299
| +65% | +$33.9K | 0.03% | 148 |
|
|
2015
Q1 | $50K | Hold |
2,000
| – | – | 0.02% | 174 |
|
|
2014
Q4 | $52K | Buy |
+2,000
| New | +$52K | 0.02% | 174 |
|