Sheets Smith 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 Q4	–	Sell	-7,134	Closed	-$271K	–	319
2022 Q3	$271K	Hold	7,134	–	–	0.05%	256
2022 Q2	$268K	Hold	7,134	–	–	0.04%	256
2022 Q1	$258K	Hold	7,134	–	–	0.04%	298
2021 Q4	$275K	Hold	7,134	–	–	0.03%	320
2021 Q3	$258K	Hold	7,134	–	–	0.04%	320
2021 Q2	$257K	Hold	7,134	–	–	0.03%	322
2021 Q1	$285K	Hold	7,134	–	–	0.04%	280
2020 Q4	$229K	Buy	+7,134	New	+$229K	0.03%	308
2020 Q3	–	Sell	-7,134	Closed	-$219K	–	300
2020 Q2	$219K	Hold	7,134	–	–	0.04%	233
2020 Q1	$231K	Hold	7,134	–	–	0.05%	233
2019 Q4	$289K	Hold	7,134	–	–	0.06%	274
2019 Q3	$261K	Hold	7,134	–	–	0.05%	264
2019 Q2	$268K	Hold	7,134	–	–	0.06%	280
2019 Q1	$257K	Hold	7,134	–	–	0.06%	284
2018 Q4	$247K	Hold	7,134	–	–	0.07%	249
2018 Q3	$274K	Hold	7,134	–	–	0.06%	299
2018 Q2	$272K	Hold	7,134	–	–	0.06%	275
2018 Q1	$253K	Hold	7,134	–	–	0.06%	276
2017 Q4	$263K	Hold	7,134	–	–	0.06%	282
2017 Q3	$262K	Hold	7,134	–	–	0.07%	274
2017 Q2	$264K	Hold	7,134	–	–	0.07%	260
2017 Q1	$264K	Hold	7,134	–	–	0.07%	251
2016 Q4	$299K	Hold	7,134	–	–	0.08%	226
2016 Q3	$234K	Hold	7,134	–	–	0.07%	242
2016 Q2	$204K	Buy	+7,134	New	+$204K	0.06%	243