Disciplined Investments’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 |
-8
| Closed | -$454 | – | 1083 |
|
|
2023
Q2 | $454 | Sell |
8
-1
| -11% | -$57 | ﹤0.01% | 1264 |
|
|
2023
Q1 | $521 | Buy |
9
+1
| +13% | +$58 | ﹤0.01% | 1211 |
|
|
2022
Q4 | $475 | Hold |
8
| – | – | ﹤0.01% | 1202 |
|
|
2022
Q3 | $0 | Sell |
8
-1
| -11% | – | ﹤0.01% | 1491 |
|
|
2022
Q2 | $1K | Buy |
9
+2
| +29% | +$222 | ﹤0.01% | 1040 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1534 |
|