Wealthspire Advisors (New York)’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,205
| Closed | -$296K | – | 593 |
|
|
2021
Q2 | $296K | Hold |
4,205
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $351K | Hold |
4,205
| – | – | 0.01% | 507 |
|
|
2020
Q4 | $279K | Buy |
+4,205
| New | +$279K | 0.01% | 458 |
|
|
2020
Q2 | – | Sell |
-4,639
| Closed | -$253K | – | 444 |
|
|
2020
Q1 | $253K | Buy |
+4,639
| New | +$253K | 0.01% | 428 |
|