New York Life Investment Management’s Nicolet Bankshares NIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,299
Closed -$370K 1163
2024
Q1
$370K Sell
4,299
-1,178
-22% -$101K ﹤0.01% 991
2023
Q4
$441K Sell
5,477
-161
-3% -$13K ﹤0.01% 925
2023
Q3
$393K Sell
5,638
-899
-14% -$62.7K ﹤0.01% 891
2023
Q2
$444K Sell
6,537
-872
-12% -$59.2K ﹤0.01% 828
2023
Q1
$467K Buy
7,409
+1,346
+22% +$84.9K 0.01% 1098
2022
Q4
$484K Buy
6,063
+684
+13% +$54.6K 0.01% 952
2022
Q3
$379K Buy
5,379
+395
+8% +$27.8K ﹤0.01% 984
2022
Q2
$361K Buy
+4,984
New +$361K ﹤0.01% 1066