Gratus Capital’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,200
| Closed | -$226K | – | 173 |
|
|
2018
Q1 | $226K | Hold |
4,200
| – | – | 0.03% | 160 |
|
|
2017
Q4 | $251K | Hold |
4,200
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $239K | Hold |
4,200
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $256K | Hold |
4,200
| – | – | 0.04% | 159 |
|
|
2017
Q1 | $247K | Hold |
4,200
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $239K | Hold |
4,200
| – | – | 0.04% | 161 |
|
|
2016
Q3 | $242K | Hold |
4,200
| – | – | 0.04% | 160 |
|
|
2016
Q2 | $265K | Buy |
+4,200
| New | +$265K | 0.04% | 157 |
|