American Investment Services’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,458
| Closed | -$377K | – | 136 |
|
|
2020
Q4 | $377K | Sell |
6,458
-8,350
| -56% | -$487K | 0.11% | 90 |
|
|
2020
Q3 | $720K | Hold |
14,808
| – | – | 0.24% | 70 |
|
|
2020
Q2 | $807K | Hold |
14,808
| – | – | 0.28% | 58 |
|
|
2020
Q1 | $886K | Hold |
14,808
| – | – | 0.34% | 48 |
|
|
2019
Q4 | $1.06M | Hold |
14,808
| – | – | 0.32% | 49 |
|
|
2019
Q3 | $1.11M | Hold |
14,808
| – | – | 0.35% | 43 |
|
|
2019
Q2 | $1.07M | Hold |
14,808
| – | – | 0.34% | 46 |
|
|
2019
Q1 | $1.04M | Buy |
+14,808
| New | +$1.04M | 0.33% | 39 |
|