Accurate Wealth Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,875
| Closed | -$218K | – | 453 |
|
|
2025
Q1 | $218K | Sell |
3,875
-138
| -3% | -$7.76K | 0.04% | 351 |
|
|
2024
Q4 | $205K | Buy |
+4,013
| New | +$205K | 0.04% | 365 |
|
|
2024
Q3 | – | Sell |
-3,919
| Closed | -$202K | – | 386 |
|
|
2024
Q2 | $202K | Sell |
3,919
-191
| -5% | -$9.84K | 0.05% | 321 |
|
|
2024
Q1 | $206K | Sell |
4,110
-134
| -3% | -$6.72K | 0.06% | 278 |
|
|
2023
Q4 | $211K | Sell |
4,244
-981
| -19% | -$48.7K | 0.07% | 257 |
|
|
2023
Q3 | $255K | Buy |
5,225
+632
| +14% | +$30.8K | 0.08% | 216 |
|
|
2023
Q2 | $261K | Buy |
+4,593
| New | +$261K | 0.08% | 217 |
|
|
2023
Q1 | – | Sell |
-2,498
| Closed | -$145K | – | 1015 |
|
|
2022
Q4 | $145K | Buy |
+2,498
| New | +$145K | 0.05% | 249 |
|