MWPCG
Measured Wealth Private Client Group’s Northeast Bank NBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Hold |
14,104
| – | – | 0.38% | 35 |
|
|
2025
Q1 | $1.29M | Hold |
14,104
| – | – | 0.41% | 32 |
|
|
2024
Q4 | $1.29M | Hold |
14,104
| – | – | 0.42% | 32 |
|
|
2024
Q3 | $1.09M | Hold |
14,104
| – | – | 0.36% | 37 |
|
|
2024
Q2 | $858K | Hold |
14,104
| – | – | 0.3% | 49 |
|
|
2024
Q1 | $781K | Hold |
14,104
| – | – | 0.27% | 59 |
|
|
2023
Q4 | $778K | Hold |
14,104
| – | – | 0.29% | 52 |
|
|
2023
Q3 | $622K | Hold |
14,104
| – | – | 0.25% | 70 |
|
|
2023
Q2 | $588K | Hold |
14,104
| – | – | 0.22% | 71 |
|
|
2023
Q1 | $475K | Hold |
14,104
| – | – | 0.18% | 89 |
|
|
2022
Q4 | $594K | Hold |
14,104
| – | – | 0.24% | 59 |
|
|
2022
Q3 | $517K | Hold |
14,104
| – | – | 0.23% | 60 |
|
|
2022
Q2 | $515K | Buy |
14,104
+1
| +0% | +$37 | 0.23% | 64 |
|
|
2022
Q1 | $481K | Hold |
14,103
| – | – | 0.18% | 70 |
|
|
2021
Q4 | $504K | Buy |
14,103
+1
| +0% | +$36 | 0.18% | 74 |
|
|
2021
Q3 | $476K | Buy |
14,102
+1
| +0% | +$34 | 0.18% | 73 |
|
|
2021
Q2 | $421K | Buy |
14,101
+1
| +0% | +$30 | 0.13% | 98 |
|
|
2021
Q1 | $372K | Buy |
14,100
+1
| +0% | +$26 | 0.13% | 91 |
|
|
2020
Q4 | $318K | Buy |
14,099
+6
| +0% | +$135 | 0.13% | 92 |
|
|
2020
Q3 | $259K | Buy |
14,093
+7
| +0% | +$129 | 0.13% | 98 |
|
|
2020
Q2 | $247K | Sell |
14,086
-2,043
| -13% | -$35.8K | 0.14% | 91 |
|
|
2020
Q1 | $188K | Hold |
16,129
| – | – | 0.15% | 88 |
|
|
2019
Q4 | $355K | Hold |
16,129
| – | – | 0.24% | 64 |
|
|
2019
Q3 | $358K | Hold |
16,129
| – | – | 0.23% | 69 |
|
|
2019
Q2 | $445K | Sell |
16,129
-100
| -0.6% | -$2.76K | 0.26% | 80 |
|
|
2019
Q1 | $336K | Hold |
16,229
| – | – | 0.21% | 111 |
|
|
2018
Q4 | $272K | Hold |
16,229
| – | – | 0.25% | 66 |
|
|
2018
Q3 | $352K | Hold |
16,229
| – | – | 0.21% | 84 |
|
|
2018
Q2 | $353K | Buy |
+16,229
| New | +$353K | 0.29% | 75 |
|