Mount Yale Investment Advisors’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-350
Closed -$21K 621
2018
Q3
$21K Buy
350
+45
+15% +$2.7K ﹤0.01% 771
2018
Q2
$17K Buy
305
+137
+82% +$7.64K ﹤0.01% 822
2018
Q1
$9K Buy
+168
New +$9K ﹤0.01% 853