JOYN Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-356
| Closed | -$21K | – | 973 |
|
|
2018
Q4 | $21K | Buy |
356
+10
| +3% | +$590 | ﹤0.01% | 645 |
|
|
2018
Q3 | $20K | Buy |
346
+16
| +5% | +$925 | ﹤0.01% | 685 |
|
|
2018
Q2 | $19K | Buy |
330
+209
| +173% | +$12K | ﹤0.01% | 699 |
|
|
2018
Q1 | $7K | Buy |
+121
| New | +$7K | ﹤0.01% | 812 |
|