Total Clarity Wealth Management’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,671
| Closed | -$213K | – | 222 |
|
|
2022
Q4 | $213K | Buy |
+2,671
| New | +$213K | 0.11% | 210 |
|
|
2022
Q3 | – | Sell |
-2,451
| Closed | -$177K | – | 715 |
|
|
2022
Q2 | $177K | Buy |
+2,451
| New | +$177K | 0.09% | 222 |
|
|
2022
Q1 | – | Sell |
-2,011
| Closed | -$172K | – | 660 |
|
|
2021
Q4 | $172K | Sell |
2,011
-530
| -21% | -$45.3K | 0.08% | 233 |
|
|
2021
Q3 | $188K | Buy |
+2,541
| New | +$188K | 0.09% | 221 |
|