Mark Sheptoff Financial Planning’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-500
| Closed | -$8K | – | 371 |
|
|
2019
Q4 | $8K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $9K | Hold |
500
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $8K | Hold |
500
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $8K | Hold |
500
| – | – | 0.01% | 256 |
|
|
2018
Q3 | $9K | Hold |
500
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $9K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2018
Q1 | $8K | Hold |
500
| – | – | 0.01% | 307 |
|
|
2017
Q4 | $8K | Hold |
500
| – | – | 0.01% | 299 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $8K | Sell |
500
-1
| -0.2% | -$16 | 0.01% | 286 |
|
|
2017
Q1 | $8K | Buy |
501
+1
| +0.2% | +$16 | 0.01% | 287 |
|
|
2016
Q4 | $9K | Buy |
+500
| New | +$9K | 0.01% | 272 |
|