Assured Investment Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-6
| Closed | – | – | 576 |
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1278 |
|
2018
Q4 | – | Sell |
-11,376
| Closed | -$667K | – | 1250 |
|
2018
Q3 | $667K | Sell |
11,376
-2,556
| -18% | -$150K | 0.01% | 651 |
|
2018
Q2 | $798K | Sell |
13,932
-10,940
| -44% | -$627K | 0.01% | 616 |
|
2018
Q1 | $1.34M | Buy |
+24,872
| New | +$1.34M | 0.03% | 426 |
|