Farther Finance 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 | $25.6K | Sell |
499
-346
| -41% | -$17.8K | ﹤0.01% | 2524 |
|
2025
Q1 | $49.4K | Buy |
845
+514
| +155% | +$30.1K | ﹤0.01% | 1904 |
|
2024
Q4 | $17.7K | Hold |
331
| – | – | ﹤0.01% | 2136 |
|
2024
Q3 | $18.9K | Buy |
331
+259
| +360% | +$14.8K | ﹤0.01% | 2107 |
|
2024
Q2 | $3.54K | Buy |
72
+43
| +148% | +$2.12K | ﹤0.01% | 2547 |
|
2024
Q1 | $1.47K | Buy |
29
+15
| +107% | +$760 | ﹤0.01% | 2619 |
|
2023
Q4 | $712 | Sell |
14
-13
| -48% | -$661 | ﹤0.01% | 2851 |
|
2023
Q3 | $1.3K | Hold |
27
| – | – | ﹤0.01% | 2002 |
|
2023
Q2 | $1.53K | Hold |
27
| – | – | ﹤0.01% | 1851 |
|
2023
Q1 | $1.56K | Sell |
27
-15
| -36% | -$868 | ﹤0.01% | 1724 |
|
2022
Q4 | $2.49K | Buy |
+42
| New | +$2.49K | ﹤0.01% | 1379 |
|