Valeo Financial 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
Q1 | – | Sell |
-37
| Closed | -$2K | – | 1630 |
|
|
2018
Q4 | $2K | Hold |
37
| – | – | ﹤0.01% | 1292 |
|
|
2018
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q2 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1357 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1599 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1446 |
|