Ergoteles’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,235
| Closed | -$824K | – | 1359 |
|
|
2023
Q1 | $824K | Buy |
+14,235
| New | +$824K | 0.03% | 563 |
|
|
2022
Q4 | – | Sell |
-14,992
| Closed | -$739K | – | 1754 |
|
|
2022
Q3 | $739K | Buy |
14,992
+8,708
| +139% | +$429K | 0.03% | 613 |
|
|
2022
Q2 | $370K | Buy |
+6,284
| New | +$370K | 0.01% | 991 |
|
|
2021
Q3 | – | Sell |
-5,800
| Closed | -$349K | – | 1543 |
|
|
2021
Q2 | $349K | Buy |
+5,800
| New | +$349K | 0.01% | 995 |
|