MWM
NCOM
Modera Wealth Management’s National Commerce Corporation NCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,412
| Closed | -$251K | – | 156 |
|
|
2019
Q1 | $251K | Hold |
6,412
| – | – | 0.05% | 121 |
|
|
2018
Q4 | $231K | Hold |
6,412
| – | – | 0.05% | 116 |
|
|
2018
Q3 | $265K | Hold |
6,412
| – | – | 0.05% | 116 |
|
|
2018
Q2 | $297K | Sell |
6,412
-3,945
| -38% | -$183K | 0.06% | 103 |
|
|
2018
Q1 | $451K | Sell |
10,357
-11,000
| -52% | -$479K | 0.09% | 73 |
|
|
2017
Q4 | $860K | Hold |
21,357
| – | – | 0.19% | 49 |
|
|
2017
Q3 | $914K | Hold |
21,357
| – | – | 0.21% | 42 |
|
|
2017
Q2 | $845K | Sell |
21,357
-21,000
| -50% | -$831K | 0.21% | 45 |
|
|
2017
Q1 | $1.55M | Buy |
+42,357
| New | +$1.55M | 0.39% | 28 |
|