Northwestern Mutual Wealth Management’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20
| Closed | – | – | 3248 |
|
|
2022
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 3182 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 3019 |
|
|
2021
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 3068 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2874 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2671 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2599 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2277 |
|
|
2020
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 2603 |
|
|
2019
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 2441 |
|
|
2019
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 2505 |
|
|
2019
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 2545 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2406 |
|
|
2018
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2443 |
|