OneDigital Investment Advisors’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 | – | Sell |
-4,566
| Closed | -$80K | – | 924 |
|
|
2019
Q2 | $80K | Hold |
4,566
| – | – | 0.01% | 488 |
|
|
2019
Q1 | $77K | Buy |
4,566
+879
| +24% | +$14.8K | 0.01% | 415 |
|
|
2018
Q4 | $62K | Sell |
3,687
-39
| -1% | -$656 | 0.01% | 418 |
|
|
2018
Q3 | $65K | Hold |
3,726
| – | – | 0.02% | 352 |
|
|
2018
Q2 | $65K | Sell |
3,726
-55
| -1% | -$959 | 0.01% | 431 |
|
|
2018
Q1 | $63K | Sell |
3,781
-48
| -1% | -$800 | 0.01% | 461 |
|
|
2017
Q4 | $64K | Buy |
3,829
+920
| +32% | +$15.4K | 0.01% | 440 |
|
|
2017
Q3 | $50K | Buy |
+2,909
| New | +$50K | 0.02% | 389 |
|