San Francisco Sentry Investment Group’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 |
-48
| Closed | -$3K | – | 800 |
|
|
2020
Q1 | $3K | Hold |
48
| – | – | ﹤0.01% | 623 |
|
|
2019
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 699 |
|
|
2019
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 652 |
|
|
2019
Q2 | $3K | Sell |
48
-8
| -14% | -$500 | ﹤0.01% | 690 |
|
|
2019
Q1 | $4K | Buy |
56
+8
| +17% | +$571 | ﹤0.01% | 672 |
|
|
2018
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 706 |
|
|
2018
Q3 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 716 |
|