Atria Wealth Solutions’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,080
| Closed | -$646K | – | 1997 |
|
|
2024
Q4 | $646K | Buy |
12,080
+1,565
| +15% | +$83.7K | 0.01% | 1118 |
|
|
2024
Q3 | $602K | Buy |
10,515
+1,906
| +22% | +$109K | 0.01% | 1138 |
|
|
2024
Q2 | $431K | Buy |
8,609
+1,583
| +23% | +$79.3K | ﹤0.01% | 1298 |
|
|
2024
Q1 | $362K | Buy |
7,026
+619
| +10% | +$31.9K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $326K | Buy |
6,407
+1,890
| +42% | +$96.2K | ﹤0.01% | 1426 |
|
|
2023
Q3 | $217K | Sell |
4,517
-719
| -14% | -$34.6K | ﹤0.01% | 1635 |
|
|
2023
Q2 | $297K | Buy |
5,236
+1,340
| +34% | +$76.1K | ﹤0.01% | 1442 |
|
|
2023
Q1 | $225K | Buy |
+3,896
| New | +$225K | ﹤0.01% | 1593 |
|