Avantax Planning Partners’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,112
| Closed | -$124K | – | 899 |
|
|
2018
Q3 | $124K | Buy |
+2,112
| New | +$124K | 0.01% | 306 |
|
|
2018
Q2 | – | Sell |
-2,112
| Closed | -$114K | – | 1054 |
|
|
2018
Q1 | $114K | Buy |
+2,112
| New | +$114K | 0.01% | 389 |
|
|
2017
Q3 | – | Sell |
-4,338
| Closed | -$265K | – | 369 |
|
|
2017
Q2 | $265K | Buy |
+4,338
| New | +$265K | 0.02% | 273 |
|