Piedmont 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-4,684
| Closed | -$280K | – | 482 |
|
2020
Q1 | $280K | Sell |
4,684
-94
| -2% | -$5.62K | 0.01% | 629 |
|
2019
Q4 | $342K | Sell |
4,778
-670
| -12% | -$48K | 0.01% | 690 |
|
2019
Q3 | $409K | Sell |
5,448
-1,090
| -17% | -$81.8K | 0.02% | 609 |
|
2019
Q2 | $472K | Buy |
6,538
+3,659
| +127% | +$264K | 0.02% | 571 |
|
2019
Q1 | $203K | Buy |
+2,879
| New | +$203K | 0.01% | 1067 |
|
2018
Q3 | – | Sell |
-863
| Closed | -$49K | – | 1863 |
|
2018
Q2 | $49K | Buy |
+863
| New | +$49K | ﹤0.01% | 1301 |
|