SummerHaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-17,268
| Closed | -$550K | – | 244 |
|
|
2023
Q2 | $550K | Sell |
17,268
-3,478
| -17% | -$111K | 0.35% | 147 |
|
|
2023
Q1 | $699K | Buy |
20,746
+473
| +2% | +$15.9K | 0.41% | 141 |
|
|
2022
Q4 | $880K | Buy |
20,273
+241
| +1% | +$10.5K | 0.52% | 72 |
|
|
2022
Q3 | $760K | Sell |
20,032
-5,228
| -21% | -$198K | 0.53% | 71 |
|
|
2022
Q2 | $950K | Hold |
25,260
| – | – | 0.64% | 45 |
|
|
2022
Q1 | $913K | Buy |
25,260
+1,106
| +5% | +$40K | 0.52% | 90 |
|
|
2021
Q4 | $930K | Hold |
24,154
| – | – | 0.5% | 83 |
|
|
2021
Q3 | $872K | Buy |
+24,154
| New | +$872K | 0.51% | 76 |
|