National Investment 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 | – | Sell |
-7,614
| Closed | -$571K | – | 46 |
|
2019
Q3 | $571K | Sell |
7,614
-67
| -0.9% | -$5.03K | 0.66% | 55 |
|
2019
Q2 | $554K | Hold |
7,681
| – | – | 0.64% | 54 |
|
2019
Q1 | $541K | Hold |
7,681
| – | – | 0.59% | 55 |
|
2018
Q4 | $457K | Sell |
7,681
-46
| -0.6% | -$2.74K | 0.53% | 61 |
|
2018
Q3 | $453K | Buy |
7,727
+101
| +1% | +$5.92K | 0.44% | 68 |
|
2018
Q2 | $437K | Buy |
7,626
+59
| +0.8% | +$3.38K | 0.41% | 69 |
|
2018
Q1 | $407K | Buy |
7,567
+2,518
| +50% | +$135K | 0.38% | 68 |
|
2017
Q4 | $301K | Buy |
+5,049
| New | +$301K | 0.29% | 66 |
|