Bell Investment Advisors’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 | $10.4K | Buy |
202
+16
| +9% | +$821 | ﹤0.01% | 659 |
|
|
2025
Q1 | $10.8K | Buy |
186
+15
| +9% | +$868 | ﹤0.01% | 574 |
|
|
2024
Q4 | $9.14K | Buy |
171
+20
| +13% | +$1.07K | ﹤0.01% | 636 |
|
|
2024
Q3 | $8.64K | Sell |
151
-20
| -12% | -$1.15K | ﹤0.01% | 676 |
|
|
2024
Q2 | $8.56K | Buy |
171
+41
| +32% | +$2.05K | ﹤0.01% | 673 |
|
|
2024
Q1 | $6.62K | Sell |
130
-44
| -25% | -$2.24K | ﹤0.01% | 773 |
|
|
2023
Q4 | $8.86K | Buy |
174
+141
| +427% | +$7.18K | ﹤0.01% | 607 |
|
|
2023
Q3 | $1.59K | Sell |
33
-107
| -76% | -$5.14K | ﹤0.01% | 1384 |
|
|
2023
Q2 | $7.95K | Buy |
140
+103
| +278% | +$5.85K | ﹤0.01% | 603 |
|
|
2023
Q1 | $2.14K | Sell |
37
-59
| -61% | -$3.41K | ﹤0.01% | 1230 |
|
|
2022
Q4 | $5.7K | Sell |
96
-25
| -21% | -$1.48K | ﹤0.01% | 744 |
|
|
2022
Q3 | $6K | Sell |
121
-73
| -38% | -$3.62K | ﹤0.01% | 605 |
|
|
2022
Q2 | $11K | Buy |
+194
| New | +$11K | ﹤0.01% | 407 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1529 |
|