Wealthspire Advisors (Maryland)’s Northwest Bancshares NWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-439
| Closed | -$7K | – | 1523 |
|
|
2019
Q1 | $7K | Hold |
439
| – | – | ﹤0.01% | 1684 |
|
|
2018
Q4 | $7K | Buy |
439
+178
| +68% | +$2.84K | ﹤0.01% | 1604 |
|
|
2018
Q3 | $5K | Hold |
261
| – | – | ﹤0.01% | 1813 |
|
|
2018
Q2 | $5K | Buy |
261
+84
| +47% | +$1.61K | ﹤0.01% | 1802 |
|
|
2018
Q1 | $3K | Hold |
177
| – | – | ﹤0.01% | 2042 |
|
|
2017
Q4 | $3K | Buy |
177
+147
| +490% | +$2.49K | ﹤0.01% | 2008 |
|
|
2017
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 2122 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | – | – | 2254 |
|
|
2017
Q1 | $0 | Buy |
+21
| New | – | ﹤0.01% | 1994 |
|