Wealthspire Advisors (Maryland)’s Nicolet Bankshares NIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$230K Sell
4,205
-434
-9% -$23.7K 0.01% 415
2020
Q2
$254K Hold
4,639
0.02% 369
2020
Q1
$253K Buy
4,639
+1,409
+44% +$76.8K 0.02% 336
2019
Q4
$239K Buy
+3,230
New +$239K 0.02% 433