Opes Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-8,559
| Closed | -$327K | – | 46 |
|
|
2018
Q2 | $327K | Buy |
+8,559
| New | +$327K | 0.24% | 36 |
|
|
2017
Q3 | – | Sell |
-8,559
| Closed | -$308K | – | 49 |
|
|
2017
Q2 | $308K | Hold |
8,559
| – | – | 0.19% | 43 |
|
|
2017
Q1 | $317K | Buy |
+8,559
| New | +$317K | 0.22% | 42 |
|