CIBC Private Wealth Group’s NorthWestern Energy NWE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243K | Sell |
4,746
-496
| -9% | -$25.4K | ﹤0.01% | 1039 |
|
2025
Q1 | $287K | Buy |
5,242
+488
| +10% | +$26.7K | ﹤0.01% | 967 |
|
2024
Q4 | $249K | Buy |
4,754
+422
| +10% | +$22.1K | ﹤0.01% | 1075 |
|
2024
Q3 | $248K | Buy |
4,332
+145
| +3% | +$8.3K | ﹤0.01% | 1092 |
|
2024
Q2 | $204K | Buy |
4,187
+1,881
| +82% | +$91.7K | ﹤0.01% | 1091 |
|
2024
Q1 | $117K | Buy |
+2,306
| New | +$117K | ﹤0.01% | 1329 |
|