Lenox Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 770 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 654 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$3K | – | 732 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 523 |
|
|
2019
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 553 |
|
|
2019
Q3 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 464 |
|