Cambridge Investment Research Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,937
| Closed | -$200K | – | 3377 |
|
|
2023
Q4 | $200K | Sell |
3,937
-315
| -7% | -$16K | ﹤0.01% | 2906 |
|
|
2023
Q3 | $204K | Sell |
4,252
-925
| -18% | -$44.4K | ﹤0.01% | 2800 |
|
|
2023
Q2 | $294K | Buy |
5,177
+1,441
| +39% | +$81.8K | ﹤0.01% | 2540 |
|
|
2023
Q1 | $216K | Sell |
3,736
-11
| -0.3% | -$636 | ﹤0.01% | 2762 |
|
|
2022
Q4 | $222K | Buy |
+3,747
| New | +$222K | ﹤0.01% | 2666 |
|
|
2022
Q3 | – | Sell |
-3,731
| Closed | -$220K | – | 3133 |
|
|
2022
Q2 | $220K | Buy |
+3,731
| New | +$220K | ﹤0.01% | 2643 |
|