SGAM
Smith Group Asset Management’s Nicolet Bankshares NIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
1,928
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $210K | Buy |
+1,928
| New | +$210K | 0.02% | 179 |
|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$109K | – | 345 |
|
|
2020
Q1 | $109K | Hold |
2,000
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $148K | Hold |
2,000
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $133K | Buy |
+2,000
| New | +$133K | ﹤0.01% | 223 |
|