Clearstead 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	$2.05K	Buy	40 +26	+186%	+$1.33K	﹤0.01%	2313
2025 Q1	$811	Buy	+14	New	+$811	﹤0.01%	2012
2021 Q4	–	Sell	-306	Closed	-$18K	–	1381
2021 Q3	$18K	Buy	+306	New	+$18K	﹤0.01%	845