Opes Wealth Management’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,559
| Closed | -$309K | – | 101 |
|
|
2022
Q1 | $309K | Hold |
8,559
| – | – | 0.1% | 84 |
|
|
2021
Q4 | $330K | Hold |
8,559
| – | – | 0.1% | 84 |
|
|
2021
Q3 | $309K | Hold |
8,559
| – | – | 0.11% | 77 |
|
|
2021
Q2 | $308K | Hold |
8,559
| – | – | 0.11% | 71 |
|
|
2021
Q1 | $342K | Hold |
8,559
| – | – | 0.13% | 67 |
|
|
2020
Q4 | $275K | Hold |
8,559
| – | – | 0.13% | 67 |
|
|
2020
Q3 | $230K | Hold |
8,559
| – | – | 0.11% | 71 |
|
|
2020
Q2 | $263K | Hold |
8,559
| – | – | 0.13% | 60 |
|
|
2020
Q1 | $277K | Hold |
8,559
| – | – | 0.21% | 42 |
|
|
2019
Q4 | $347K | Hold |
8,559
| – | – | 0.21% | 36 |
|
|
2019
Q3 | $313K | Hold |
8,559
| – | – | 0.21% | 39 |
|
|
2019
Q2 | $321K | Buy |
+8,559
| New | +$321K | 0.22% | 37 |
|