Northwest Capital Management’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$4.09K | – | 384 |
|
|
2025
Q1 | $4.09K | Hold |
9
| – | – | ﹤0.01% | 359 |
|
|
2024
Q4 | $4.32K | Hold |
9
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $4.14K | Hold |
9
| – | – | ﹤0.01% | 371 |
|
|
2024
Q2 | $3.67K | Hold |
9
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $4.09K | Hold |
9
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $4.29K | Hold |
9
| – | – | ﹤0.01% | 441 |
|
|
2023
Q3 | $3.94K | Hold |
9
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $3.61K | Buy |
+9
| New | +$3.61K | ﹤0.01% | 453 |
|