Wellington Shields Capital Management’s Nicolet Bankshares NIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,106
| Closed | -$572K | – | 313 |
|
|
2023
Q4 | $572K | Hold |
7,106
| – | – | 0.07% | 136 |
|
|
2023
Q3 | $496K | Hold |
7,106
| – | – | 0.07% | 139 |
|
|
2023
Q2 | $483K | Hold |
7,106
| – | – | 0.06% | 150 |
|
|
2023
Q1 | $448K | Hold |
7,106
| – | – | 0.05% | 154 |
|
|
2022
Q4 | $567K | Buy |
+7,106
| New | +$567K | 0.07% | 136 |
|
|
2022
Q3 | – | Sell |
-7,106
| Closed | -$514K | – | 310 |
|
|
2022
Q2 | $514K | Hold |
7,106
| – | – | 0.06% | 146 |
|
|
2022
Q1 | $665K | Buy |
+7,106
| New | +$665K | 0.07% | 151 |
|