Avior 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
Q1 | – | Sell |
-803
| Closed | -$42.9K | – | 1805 |
|
|
2024
Q4 | $42.9K | Hold |
803
| – | – | ﹤0.01% | 1193 |
|
|
2024
Q3 | $45.9K | Hold |
803
| – | – | ﹤0.01% | 1148 |
|
|
2024
Q2 | $40.2K | Sell |
803
-427
| -35% | -$21.4K | ﹤0.01% | 1181 |
|
|
2024
Q1 | $62.6K | Buy |
1,230
+427
| +53% | +$21.7K | ﹤0.01% | 1151 |
|
|
2023
Q4 | $40.9K | Hold |
803
| – | – | ﹤0.01% | 768 |
|
|
2023
Q3 | $38.6K | Hold |
803
| – | – | ﹤0.01% | 812 |
|
|
2023
Q2 | $45.6K | Hold |
803
| – | – | ﹤0.01% | 785 |
|
|
2023
Q1 | $46.5K | Hold |
803
| – | – | ﹤0.01% | 785 |
|
|
2022
Q4 | $47.7K | Hold |
803
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $39K | Hold |
803
| – | – | ﹤0.01% | 642 |
|
|
2022
Q2 | $47K | Hold |
803
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $48K | Hold |
803
| – | – | ﹤0.01% | 601 |
|
|
2021
Q4 | $45K | Hold |
803
| – | – | ﹤0.01% | 599 |
|
|
2021
Q3 | $46K | Hold |
803
| – | – | ﹤0.01% | 572 |
|
|
2021
Q2 | $48K | Sell |
803
-500
| -38% | -$29.9K | ﹤0.01% | 534 |
|
|
2021
Q1 | $84K | Hold |
1,303
| – | – | 0.01% | 484 |
|
|
2020
Q4 | $75K | Buy |
1,303
+12
| +0.9% | +$691 | 0.01% | 463 |
|
|
2020
Q3 | $62K | Hold |
1,291
| – | – | 0.01% | 487 |
|
|
2020
Q2 | $70K | Hold |
1,291
| – | – | 0.01% | 468 |
|
|
2020
Q1 | $77K | Buy |
+1,291
| New | +$77K | 0.02% | 428 |
|
|
2014
Q4 | – | Sell |
-47
| Closed | -$2K | – | 337 |
|
|
2014
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 307 |
|
|
2014
Q2 | $2K | Hold |
47
| – | – | ﹤0.01% | 306 |
|
|
2014
Q1 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 315 |
|