SWA
Sutton Wealth Advisors’s NBT Bancorp NBTB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,364
| Closed | -$59.2K | – | 1287 |
|
|
2022
Q4 | $59.2K | Hold |
1,364
| – | – | 0.02% | 345 |
|
|
2022
Q3 | $51.8K | Hold |
1,364
| – | – | 0.02% | 372 |
|
|
2022
Q2 | $51.3K | Sell |
1,364
-3
| -0.2% | -$113 | 0.02% | 374 |
|
|
2022
Q1 | $49.4K | Hold |
1,367
| – | – | 0.02% | 404 |
|
|
2021
Q4 | $52.7K | Buy |
1,367
+6
| +0.4% | +$231 | 0.02% | 394 |
|
|
2021
Q3 | $49.2K | Hold |
1,361
| – | – | 0.02% | 396 |
|
|
2021
Q2 | $49K | Hold |
1,361
| – | – | 0.02% | 411 |
|
|
2021
Q1 | $54.3K | Hold |
1,361
| – | – | 0.02% | 376 |
|
|
2020
Q4 | $43.7K | Hold |
1,361
| – | – | 0.02% | 400 |
|
|
2020
Q3 | $36.5K | Hold |
1,361
| – | – | 0.02% | 376 |
|
|
2020
Q2 | $41.9K | Sell |
1,361
-113
| -8% | -$3.48K | 0.02% | 343 |
|
|
2020
Q1 | $47.7K | Buy |
1,474
+896
| +155% | +$29K | 0.03% | 278 |
|
|
2019
Q4 | $23.4K | Hold |
578
| – | – | 0.01% | 538 |
|
|
2019
Q3 | $21.1K | Hold |
578
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $21.7K | Hold |
578
| – | – | 0.01% | 547 |
|
|
2019
Q1 | $20.8K | Hold |
578
| – | – | 0.01% | 556 |
|
|
2018
Q4 | $20K | Hold |
578
| – | – | 0.01% | 520 |
|
|
2018
Q3 | $22.2K | Hold |
578
| – | – | 0.01% | 551 |
|
|
2018
Q2 | $22.1K | Hold |
578
| – | – | 0.02% | 556 |
|
|
2018
Q1 | $20.5K | Hold |
578
| – | – | 0.01% | 560 |
|
|
2017
Q4 | $21.3K | Hold |
578
| – | – | 0.02% | 534 |
|
|
2017
Q3 | $21.2K | Hold |
578
| – | – | 0.02% | 526 |
|
|
2017
Q2 | $21.4K | Hold |
578
| – | – | 0.02% | 498 |
|
|
2017
Q1 | $21.4K | Hold |
578
| – | – | 0.02% | 492 |
|
|
2016
Q4 | $24.2K | Hold |
578
| – | – | 0.02% | 440 |
|
|
2016
Q3 | $19K | Hold |
578
| – | – | 0.02% | 473 |
|
|
2016
Q2 | $16.5K | Hold |
578
| – | – | 0.02% | 496 |
|
|
2016
Q1 | $15.6K | Buy |
+578
| New | +$15.6K | 0.01% | 503 |
|