Rockbridge Investment Management’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-240
| Closed | -$10.1K | – | 441 |
|
|
2023
Q4 | $10.1K | Buy |
+240
| New | +$10.1K | ﹤0.01% | 402 |
|
|
2022
Q3 | – | Sell |
-240
| Closed | -$9.02K | – | 412 |
|
|
2022
Q2 | $9.02K | Hold |
240
| – | – | ﹤0.01% | 374 |
|
|
2022
Q1 | $8.8K | Hold |
240
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $9K | Sell |
240
-250
| -51% | -$9.38K | ﹤0.01% | 585 |
|
|
2021
Q3 | $18K | Hold |
490
| – | – | ﹤0.01% | 458 |
|
|
2021
Q2 | $18K | Hold |
490
| – | – | ﹤0.01% | 450 |
|
|
2021
Q1 | $20K | Hold |
490
| – | – | ﹤0.01% | 424 |
|
|
2020
Q4 | $16K | Hold |
490
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $13K | Hold |
490
| – | – | ﹤0.01% | 443 |
|
|
2020
Q2 | $15K | Buy |
+490
| New | +$15K | ﹤0.01% | 378 |
|