Joel Isaacson & Co’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-550
| Closed | -$31K | – | 414 |
|
|
2016
Q4 | $31K | Hold |
550
| – | – | 0.01% | 378 |
|
|
2016
Q3 | $32K | Hold |
550
| – | – | 0.01% | 397 |
|
|
2016
Q2 | $35K | Hold |
550
| – | – | 0.01% | 378 |
|
|
2016
Q1 | $34K | Hold |
550
| – | – | 0.01% | 394 |
|
|
2015
Q4 | $30K | Hold |
550
| – | – | 0.01% | 404 |
|
|
2015
Q3 | $30K | Hold |
550
| – | – | 0.01% | 415 |
|
|
2015
Q2 | $27K | Hold |
550
| – | – | 0.01% | 457 |
|
|
2015
Q1 | $30K | Buy |
+550
| New | +$30K | 0.01% | 426 |
|