MinichMacGregor Wealth Management’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,154
| Closed | -$50.1K | – | 434 |
|
|
2022
Q4 | $50.1K | Buy |
+1,154
| New | +$50.1K | 0.02% | 180 |
|
|
2018
Q4 | – | Sell |
-3,849
| Closed | -$144K | – | 350 |
|
|
2018
Q3 | $144K | Sell |
3,849
-2,654
| -41% | -$99.3K | 0.1% | 56 |
|
|
2018
Q2 | $251K | Buy |
6,503
+42
| +0.7% | +$1.62K | 0.18% | 39 |
|
|
2018
Q1 | $229K | Hold |
6,461
| – | – | 0.18% | 36 |
|
|
2017
Q4 | $237K | Hold |
6,461
| – | – | 0.19% | 35 |
|
|
2017
Q3 | $237K | Hold |
6,461
| – | – | 0.2% | 35 |
|
|
2017
Q2 | $238K | Hold |
6,461
| – | – | 0.21% | 33 |
|
|
2017
Q1 | $239K | Hold |
6,461
| – | – | 0.22% | 33 |
|
|
2016
Q4 | $270K | Hold |
6,461
| – | – | 0.25% | 30 |
|
|
2016
Q3 | $212K | Hold |
6,461
| – | – | 0.2% | 36 |
|
|
2016
Q2 | $184K | Sell |
6,461
-147
| -2% | -$4.19K | 0.17% | 40 |
|
|
2016
Q1 | $178K | Sell |
6,608
-150
| -2% | -$4.04K | 0.17% | 41 |
|
|
2015
Q4 | $166K | Buy |
+6,758
| New | +$166K | 0.15% | 38 |
|