Wealthspire Advisors (New York)’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,725
| Closed | -$205K | – | 576 |
|
|
2022
Q4 | $205K | Sell |
4,725
-2,957
| -38% | -$128K | ﹤0.01% | 538 |
|
|
2022
Q3 | $292K | Sell |
7,682
-2,550
| -25% | -$96.9K | 0.01% | 419 |
|
|
2022
Q2 | $385K | Hold |
10,232
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $370K | Sell |
10,232
-81
| -0.8% | -$2.93K | 0.01% | 320 |
|
|
2021
Q4 | $397K | Buy |
+10,313
| New | +$397K | 0.01% | 361 |
|