IndexIQ Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $415K | Buy |
+6,866
| New | +$415K | 0.01% | 486 |
|
2021
Q1 | – | Sell |
-3,501
| Closed | -$204K | – | 1264 |
|
2020
Q4 | $204K | Buy |
3,501
+362
| +12% | +$21.1K | 0.01% | 903 |
|
2020
Q3 | $153K | Buy |
3,139
+171
| +6% | +$8.34K | 0.01% | 834 |
|
2020
Q2 | $162K | Sell |
2,968
-71
| -2% | -$3.88K | 0.01% | 768 |
|
2020
Q1 | $182K | Buy |
+3,039
| New | +$182K | 0.01% | 632 |
|