Advisornet Financial’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 | $45.3K | Hold |
883
| – | – | ﹤0.01% | 1020 |
|
|
2025
Q1 | $51.1K | Hold |
883
| – | – | ﹤0.01% | 921 |
|
|
2024
Q4 | $47.2K | Buy |
883
+200
| +29% | +$10.7K | ﹤0.01% | 891 |
|
|
2024
Q3 | $39.1K | Buy |
+683
| New | +$39.1K | ﹤0.01% | 972 |
|
|
2024
Q2 | – | Sell |
-41
| Closed | -$2.09K | – | 2140 |
|
|
2024
Q1 | $2.09K | Buy |
41
+30
| +273% | +$1.53K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $560 | Buy |
11
+5
| +83% | +$255 | ﹤0.01% | 2068 |
|
|
2023
Q3 | $288 | Sell |
6
-7
| -54% | -$336 | ﹤0.01% | 2082 |
|
|
2023
Q2 | $738 | Buy |
13
+2
| +18% | +$114 | ﹤0.01% | 1963 |
|
|
2023
Q1 | $636 | Buy |
11
+2
| +22% | +$116 | ﹤0.01% | 2007 |
|
|
2022
Q4 | $534 | Buy |
+9
| New | +$534 | ﹤0.01% | 2013 |
|
|
2021
Q3 | – | Sell |
-665
| Closed | -$40K | – | 1954 |
|
|
2021
Q2 | $40K | Hold |
665
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q1 | $43K | Sell |
665
-450
| -40% | -$29.1K | ﹤0.01% | 972 |
|
|
2020
Q4 | $65K | Hold |
1,115
| – | – | 0.01% | 797 |
|
|
2020
Q3 | $54K | Sell |
1,115
-677
| -38% | -$32.8K | ﹤0.01% | 826 |
|
|
2020
Q2 | $98K | Sell |
1,792
-82
| -4% | -$4.48K | 0.01% | 674 |
|
|
2020
Q1 | $112K | Sell |
1,874
-718
| -28% | -$42.9K | 0.01% | 586 |
|
|
2019
Q4 | $186K | Hold |
2,592
| – | – | 0.02% | 519 |
|
|
2019
Q3 | $195K | Hold |
2,592
| – | – | 0.02% | 508 |
|
|
2019
Q2 | $187K | Sell |
2,592
-155
| -6% | -$11.2K | 0.02% | 459 |
|
|
2019
Q1 | $193K | Buy |
2,747
+718
| +35% | +$50.4K | 0.02% | 433 |
|
|
2018
Q4 | $121K | Hold |
2,029
| – | – | 0.02% | 477 |
|
|
2018
Q3 | $119K | Hold |
2,029
| – | – | 0.02% | 517 |
|
|
2018
Q2 | $116K | Hold |
2,029
| – | – | 0.02% | 489 |
|
|
2018
Q1 | $109K | Hold |
2,029
| – | – | 0.02% | 508 |
|
|
2017
Q4 | $121K | Buy |
+2,029
| New | +$121K | 0.02% | 440 |
|