Ladenburg Thalmann Financial Services’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $236K | Buy |
3,371
+48
| +1% | +$3.36K | ﹤0.01% | 2381 |
|
|
2019
Q3 | $250K | Buy |
3,323
+86
| +3% | +$6.47K | ﹤0.01% | 2300 |
|
|
2019
Q2 | $233K | Buy |
3,237
+6
| +0.2% | +$432 | ﹤0.01% | 2359 |
|
|
2019
Q1 | $227K | Buy |
3,231
+30
| +0.9% | +$2.11K | ﹤0.01% | 2295 |
|
|
2018
Q4 | $190K | Sell |
3,201
-750
| -19% | -$44.5K | ﹤0.01% | 2278 |
|
|
2018
Q3 | $232K | Sell |
3,951
-1
| -0% | -$59 | ﹤0.01% | 2194 |
|
|
2018
Q2 | $213K | Hold |
3,952
| – | – | ﹤0.01% | 2190 |
|
|
2018
Q1 | $213K | Sell |
3,952
-425
| -10% | -$22.9K | ﹤0.01% | 2190 |
|
|
2017
Q4 | $261K | Sell |
4,377
-434
| -9% | -$25.9K | ﹤0.01% | 2016 |
|
|
2017
Q3 | $274K | Buy |
4,811
+11
| +0.2% | +$626 | ﹤0.01% | 1870 |
|
|
2017
Q2 | $293K | Sell |
4,800
-1,108
| -19% | -$67.6K | ﹤0.01% | 1755 |
|
|
2017
Q1 | $347K | Sell |
5,908
-918
| -13% | -$53.9K | ﹤0.01% | 1540 |
|
|
2016
Q4 | $388K | Sell |
6,826
-1,006
| -13% | -$57.2K | 0.01% | 1411 |
|
|
2016
Q3 | $450K | Buy |
7,832
+12
| +0.2% | +$689 | 0.01% | 1251 |
|
|
2016
Q2 | $493K | Sell |
7,820
-733
| -9% | -$46.2K | 0.01% | 1138 |
|
|
2016
Q1 | $528K | Sell |
8,553
-34
| -0.4% | -$2.1K | 0.01% | 1022 |
|
|
2015
Q4 | $466K | Buy |
8,587
+1
| +0% | +$54 | 0.01% | 1064 |
|
|
2015
Q3 | $462K | Hold |
8,586
| – | – | 0.01% | 1016 |
|
|
2015
Q2 | $419K | Sell |
8,586
-303
| -3% | -$14.8K | 0.01% | 1147 |
|
|
2015
Q1 | $478K | Sell |
8,889
-698
| -7% | -$37.5K | 0.01% | 1057 |
|
|
2014
Q4 | $542K | Sell |
9,587
-1,663
| -15% | -$94K | 0.01% | 875 |
|
|
2014
Q3 | $510K | Sell |
11,250
-5,009
| -31% | -$227K | 0.01% | 777 |
|
|
2014
Q2 | $849K | Sell |
16,259
-2,194
| -12% | -$115K | 0.02% | 565 |
|
|
2014
Q1 | $875K | Buy |
18,453
+608
| +3% | +$28.8K | 0.03% | 502 |
|
|
2013
Q4 | $773K | Buy |
17,845
+175
| +1% | +$7.58K | 0.02% | 540 |
|
|
2013
Q3 | $794K | Buy |
17,670
+2,200
| +14% | +$98.9K | 0.03% | 490 |
|
|
2013
Q2 | $617K | Buy |
+15,470
| New | +$617K | 0.02% | 553 |
|