Dakota Wealth Management’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,187
Closed -$238K 681
2023
Q2
$238K Buy
4,187
+112
+3% +$6.36K 0.01% 541
2023
Q1
$236K Hold
4,075
0.02% 527
2022
Q4
$242K Sell
4,075
-20
-0.5% -$1.19K 0.02% 493
2022
Q3
$202K Buy
+4,095
New +$202K 0.02% 501