WFG Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $77K | Hold |
1,260
| – | – | 0.02% | 594 |
|
|
2017
Q1 | $74K | Buy |
+1,260
| New | +$74K | 0.02% | 564 |
|
|
2016
Q4 | – | Sell |
-208
| Closed | -$12K | – | 1662 |
|
|
2016
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q2 | $13K | Hold |
208
| – | – | ﹤0.01% | 1018 |
|
|
2016
Q1 | $13K | Sell |
208
-50
| -19% | -$3.13K | ﹤0.01% | 987 |
|
|
2015
Q4 | $14K | Hold |
258
| – | – | ﹤0.01% | 996 |
|
|
2015
Q3 | $14K | Hold |
258
| – | – | ﹤0.01% | 1003 |
|
|
2015
Q2 | $13K | Sell |
258
-31
| -11% | -$1.56K | ﹤0.01% | 1108 |
|
|
2015
Q1 | $16K | Sell |
289
-2
| -0.7% | -$111 | ﹤0.01% | 1056 |
|
|
2014
Q4 | $16K | Buy |
291
+2
| +0.7% | +$110 | ﹤0.01% | 1300 |
|
|
2014
Q3 | $13K | Buy |
289
+31
| +12% | +$1.39K | ﹤0.01% | 1397 |
|
|
2014
Q2 | $13K | Hold |
258
| – | – | ﹤0.01% | 1402 |
|
|
2014
Q1 | $12K | Sell |
258
-14
| -5% | -$651 | ﹤0.01% | 1411 |
|
|
2013
Q4 | $12K | Buy |
272
+9
| +3% | +$397 | ﹤0.01% | 1522 |
|
|
2013
Q3 | $12K | Buy |
263
+8
| +3% | +$365 | ﹤0.01% | 1464 |
|
|
2013
Q2 | $10K | Buy |
+255
| New | +$10K | ﹤0.01% | 1452 |
|