Capstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,386
| Closed | -$376K | – | 1320 |
|
|
2024
Q1 | $376K | Buy |
7,386
+674
| +10% | +$34.3K | ﹤0.01% | 943 |
|
|
2023
Q4 | $342K | Sell |
6,712
-2,020
| -23% | -$103K | ﹤0.01% | 656 |
|
|
2023
Q3 | $420K | Buy |
+8,732
| New | +$420K | ﹤0.01% | 655 |
|
|
2016
Q4 | – | Sell |
-5,750
| Closed | -$330K | – | 835 |
|
|
2016
Q3 | $330K | Buy |
+5,750
| New | +$330K | 0.01% | 465 |
|