OneDigital Investment Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-997
| Closed | -$72K | – | 923 |
|
|
2019
Q2 | $72K | Hold |
997
| – | – | 0.01% | 507 |
|
|
2019
Q1 | $70K | Sell |
997
-1,637
| -62% | -$115K | 0.01% | 432 |
|
|
2018
Q4 | $157K | Buy |
2,634
+988
| +60% | +$58.9K | 0.03% | 286 |
|
|
2018
Q3 | $97K | Hold |
1,646
| – | – | 0.02% | 280 |
|
|
2018
Q2 | $94K | Sell |
1,646
-22
| -1% | -$1.26K | 0.02% | 351 |
|
|
2018
Q1 | $90K | Buy |
1,668
+47
| +3% | +$2.54K | 0.02% | 374 |
|
|
2017
Q4 | $97K | Buy |
1,621
+348
| +27% | +$20.8K | 0.01% | 346 |
|
|
2017
Q3 | $72K | Hold |
1,273
| – | – | 0.03% | 293 |
|
|
2017
Q2 | $78K | Buy |
+1,273
| New | +$78K | 0.02% | 372 |
|