CPC
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Consolidated Planning Corp’s NorthWestern Energy NWE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,852
Closed -$343K 212
2024
Q2
$343K Buy
6,852
+2,479
+57% +$124K 0.06% 133
2024
Q1
$223K Buy
+4,373
New +$223K 0.04% 174