Waverly Advisors’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-255
Closed -$14K 403
2014
Q4
$14K Hold
255
0.01% 258
2014
Q3
$12K Buy
+255
New +$12K 0.01% 436