Wealthspire Advisors (Maryland)’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-108
| Closed | -$8K | – | 1521 |
|
|
2019
Q1 | $8K | Buy |
108
+11
| +11% | +$815 | ﹤0.01% | 1633 |
|
|
2018
Q4 | $6K | Hold |
97
| – | – | ﹤0.01% | 1669 |
|
|
2018
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 1732 |
|
|
2018
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q1 | $5K | Sell |
97
-973
| -91% | -$50.2K | ﹤0.01% | 1818 |
|
|
2017
Q4 | $64K | Sell |
1,070
-163
| -13% | -$9.75K | 0.01% | 906 |
|
|
2017
Q3 | $70K | Hold |
1,233
| – | – | 0.01% | 846 |
|
|
2017
Q2 | $75K | Hold |
1,233
| – | – | 0.01% | 805 |
|
|
2017
Q1 | $72K | Sell |
1,233
-191
| -13% | -$11.2K | 0.01% | 699 |
|
|
2016
Q4 | $81K | Buy |
1,424
+94
| +7% | +$5.35K | 0.01% | 649 |
|
|
2016
Q3 | $77K | Sell |
1,330
-475
| -26% | -$27.5K | 0.01% | 650 |
|
|
2016
Q2 | $114K | Buy |
1,805
+748
| +71% | +$47.2K | 0.02% | 505 |
|
|
2016
Q1 | $65K | Sell |
1,057
-106
| -9% | -$6.52K | 0.01% | 632 |
|
|
2015
Q4 | $63K | Buy |
+1,163
| New | +$63K | 0.01% | 651 |
|