Belpointe Asset Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-85
| Closed | -$4.92K | – | 2403 |
|
|
2023
Q1 | $4.92K | Sell |
85
-30
| -26% | -$1.74K | ﹤0.01% | 3022 |
|
|
2022
Q4 | $6.82K | Buy |
+115
| New | +$6.82K | ﹤0.01% | 2806 |
|
|
2020
Q2 | – | Sell |
-1,700
| Closed | -$102K | – | 755 |
|
|
2020
Q1 | $102K | Sell |
1,700
-1,501
| -47% | -$90.1K | 0.02% | 609 |
|
|
2019
Q4 | $230K | Buy |
3,201
+1,701
| +113% | +$122K | 0.03% | 498 |
|
|
2019
Q3 | $113K | Buy |
+1,500
| New | +$113K | 0.02% | 628 |
|