Northwest & Ethical Investments’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,700
| Closed | -$286K | – | 501 |
|
|
2024
Q4 | $286K | Buy |
3,700
+400
| +12% | +$30.9K | 0.01% | 381 |
|
|
2024
Q3 | $241K | Buy |
+3,300
| New | +$241K | 0.01% | 405 |
|
|
2023
Q3 | – | Sell |
-141,118
| Closed | -$7.03M | – | 397 |
|
|
2023
Q2 | $7.03M | Buy |
+141,118
| New | +$7.03M | 0.23% | 136 |
|
|
2021
Q4 | – | Sell |
-19,764
| Closed | -$1.27M | – | 430 |
|
|
2021
Q3 | $1.27M | Sell |
19,764
-147
| -0.7% | -$9.46K | 0.04% | 267 |
|
|
2021
Q2 | $1.17M | Sell |
19,911
-37,344
| -65% | -$2.19M | 0.04% | 288 |
|
|
2021
Q1 | $2.81M | Sell |
57,255
-4,371
| -7% | -$215K | 0.1% | 228 |
|
|
2020
Q4 | $2.73M | Hold |
61,626
| – | – | 0.1% | 216 |
|
|
2020
Q3 | $2.52M | Sell |
61,626
-14,004
| -19% | -$573K | 0.11% | 212 |
|
|
2020
Q2 | $3.01M | Buy |
75,630
+7,197
| +11% | +$287K | 0.14% | 188 |
|
|
2020
Q1 | $2.17M | Sell |
68,433
-1,593
| -2% | -$50.4K | 0.13% | 200 |
|
|
2019
Q4 | $2.5M | Buy |
70,026
+33,984
| +94% | +$1.21M | 0.11% | 232 |
|
|
2019
Q3 | $1.19M | Buy |
36,042
+771
| +2% | +$25.5K | 0.06% | 299 |
|
|
2019
Q2 | $1.13M | Buy |
35,271
+6,225
| +21% | +$200K | 0.06% | 303 |
|
|
2019
Q1 | $847K | Buy |
29,046
+885
| +3% | +$25.8K | 0.04% | 324 |
|
|
2018
Q4 | $766K | Buy |
+28,161
| New | +$766K | 0.05% | 326 |
|