Omnia Family Wealth’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-82
| Closed | -$4K | – | 598 |
|
|
2018
Q1 | $4K | Hold |
82
| – | – | ﹤0.01% | 338 |
|
|
2017
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 335 |
|
|
2017
Q3 | $5K | Sell |
82
-45
| -35% | -$2.74K | ﹤0.01% | 344 |
|
|
2017
Q2 | $8K | Hold |
127
| – | – | ﹤0.01% | 320 |
|
|
2017
Q1 | $7K | Buy |
127
+59
| +87% | +$3.25K | ﹤0.01% | 334 |
|
|
2016
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 453 |
|