Jaffetilchin Investment Partners’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,532
| Closed | -$253K | – | 207 |
|
|
2019
Q4 | $253K | Buy |
3,532
+835
| +31% | +$59.8K | 0.05% | 188 |
|
|
2019
Q3 | $202K | Buy |
+2,697
| New | +$202K | 0.05% | 211 |
|
|
2019
Q2 | – | Sell |
-2,882
| Closed | -$203K | – | 314 |
|
|
2019
Q1 | $203K | Sell |
2,882
-2,113
| -42% | -$149K | 0.05% | 275 |
|
|
2018
Q4 | $297K | Buy |
+4,995
| New | +$297K | 0.07% | 186 |
|