Berman Capital Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $63K | Buy |
1,107
+236
| +27% | +$13.4K | 0.01% | 586 |
|
|
2021
Q2 | $52K | Buy |
871
+40
| +5% | +$2.39K | 0.01% | 558 |
|
|
2021
Q1 | $54K | Buy |
831
+471
| +131% | +$30.6K | 0.01% | 454 |
|
|
2020
Q4 | $20K | Sell |
360
-20
| -5% | -$1.11K | ﹤0.01% | 673 |
|
|
2020
Q3 | $18K | Sell |
380
-10
| -3% | -$474 | 0.01% | 625 |
|
|
2020
Q2 | $21K | Sell |
390
-141
| -27% | -$7.59K | 0.01% | 532 |
|
|
2020
Q1 | $31K | Hold |
531
| – | – | 0.01% | 387 |
|
|
2019
Q4 | $38K | Buy |
531
+1
| +0.2% | +$72 | 0.01% | 374 |
|
|
2019
Q3 | $39K | Buy |
530
+1
| +0.2% | +$74 | 0.01% | 355 |
|
|
2019
Q2 | $38K | Hold |
529
| – | – | 0.01% | 356 |
|
|
2019
Q1 | $37K | Buy |
529
+204
| +63% | +$14.3K | 0.01% | 324 |
|
|
2018
Q4 | $19K | Buy |
+325
| New | +$19K | 0.01% | 396 |
|