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Capital Asset Advisory Services’s NorthWestern Energy NWE Stock Holding History

Capital Asset Advisory Services’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-84
Closed -$5K – 1226
2020
Q4 		$5K Buy
+84
New +$4.67K ﹤0.01% 1281

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Capital Asset Advisory Services's NWE Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of NorthWestern Energy (NWE) in Q1 2021, closing a stake of 84 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in NWE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 251 funds tracked by Wall St. Rank hold NWE as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining NorthWestern Energy position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 84 NorthWestern Energy shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in NorthWestern Energy in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's NorthWestern Energy position peaked at $5K in Q4 2020.
  • 251 funds tracked by Wall St. Rank held NorthWestern Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.