Mascoma Wealth Management’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $493K | Sell |
30,055
-7,400
| -20% | -$121K | 0.31% | 46 |
|
|
2019
Q2 | $660K | Buy |
37,455
+13,700
| +58% | +$241K | 0.41% | 38 |
|
|
2019
Q1 | $403K | Buy |
23,755
+3,150
| +15% | +$53.4K | 0.27% | 48 |
|
|
2018
Q4 | $349K | Buy |
20,605
+6,500
| +46% | +$110K | 0.27% | 48 |
|
|
2018
Q3 | $244K | Sell |
14,105
-12,745
| -47% | -$220K | 0.16% | 68 |
|
|
2018
Q2 | $467K | Buy |
26,850
+2,710
| +11% | +$47.1K | 0.33% | 39 |
|
|
2018
Q1 | $400K | Buy |
24,140
+3,210
| +15% | +$53.2K | 0.26% | 45 |
|
|
2017
Q4 | $354K | Buy |
20,930
+8,350
| +66% | +$141K | 0.22% | 48 |
|
|
2017
Q3 | $217K | Buy |
+12,580
| New | +$217K | 0.14% | 69 |
|