Sutton Wealth Advisors’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,413
| Closed | -$33.7K | – | 1308 |
|
|
2022
Q4 | $33.7K | Hold |
2,413
| – | – | 0.01% | 512 |
|
|
2022
Q3 | $32.6K | Hold |
2,413
| – | – | 0.01% | 500 |
|
|
2022
Q2 | $30.9K | Sell |
2,413
-28
| -1% | -$358 | 0.01% | 524 |
|
|
2022
Q1 | $33K | Hold |
2,441
| – | – | 0.01% | 541 |
|
|
2021
Q4 | $34.6K | Buy |
2,441
+36
| +1% | +$510 | 0.01% | 527 |
|
|
2021
Q3 | $31.9K | Hold |
2,405
| – | – | 0.01% | 535 |
|
|
2021
Q2 | $32.8K | Hold |
2,405
| – | – | 0.01% | 544 |
|
|
2021
Q1 | $34.8K | Hold |
2,405
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $30.6K | Hold |
2,405
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $22.1K | Buy |
2,405
+554
| +30% | +$5.1K | 0.01% | 514 |
|
|
2020
Q2 | $18.9K | Buy |
1,851
+1,164
| +169% | +$11.9K | 0.01% | 548 |
|
|
2020
Q1 | $7.95K | Sell |
687
-861
| -56% | -$9.96K | 0.01% | 716 |
|
|
2019
Q4 | $25.7K | Buy |
1,548
+95
| +7% | +$1.58K | 0.01% | 507 |
|
|
2019
Q3 | $23.8K | Hold |
1,453
| – | – | 0.01% | 523 |
|
|
2019
Q2 | $25.6K | Hold |
1,453
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $24.7K | Hold |
1,453
| – | – | 0.01% | 509 |
|
|
2018
Q4 | $24.6K | Hold |
1,453
| – | – | 0.02% | 458 |
|
|
2018
Q3 | $25.2K | Hold |
1,453
| – | – | 0.02% | 506 |
|
|
2018
Q2 | $25.3K | Hold |
1,453
| – | – | 0.02% | 515 |
|
|
2018
Q1 | $24.1K | Hold |
1,453
| – | – | 0.02% | 500 |
|
|
2017
Q4 | $24.3K | Buy |
1,453
+690
| +90% | +$11.5K | 0.02% | 487 |
|
|
2017
Q3 | $13.2K | Sell |
763
-1,124
| -60% | -$19.4K | 0.01% | 691 |
|
|
2017
Q2 | $29.5K | Buy |
1,887
+1,200
| +175% | +$18.7K | 0.02% | 403 |
|
|
2017
Q1 | $11.6K | Hold |
687
| – | – | 0.01% | 675 |
|
|
2016
Q4 | $12.4K | Hold |
687
| – | – | 0.01% | 633 |
|
|
2016
Q3 | $10.8K | Hold |
687
| – | – | 0.01% | 643 |
|
|
2016
Q2 | $10.2K | Hold |
687
| – | – | 0.01% | 627 |
|
|
2016
Q1 | $9.28K | Buy |
+687
| New | +$9.28K | 0.01% | 624 |
|