Cornerstone Advisors (Washington)’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-86
| Closed | -$5K | – | 766 |
|
|
2020
Q1 | $5K | Sell |
86
-22
| -20% | -$1.28K | ﹤0.01% | 501 |
|
|
2019
Q4 | $8K | Hold |
108
| – | – | ﹤0.01% | 454 |
|
|
2019
Q3 | $8K | Buy |
108
+63
| +140% | +$4.67K | ﹤0.01% | 442 |
|
|
2019
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1045 |
|
|
2015
Q2 | – | Sell |
-750
| Closed | -$40K | – | 780 |
|
|
2015
Q1 | $40K | Hold |
750
| – | – | 0.03% | 210 |
|
|
2014
Q4 | $42K | Buy |
+750
| New | +$42K | 0.03% | 200 |
|