FORA Capital’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,885
| Closed | -$233K | – | 608 |
|
2022
Q1 | $233K | Buy |
+3,885
| New | +$233K | 0.04% | 451 |
|
2020
Q4 | – | Sell |
-2,701
| Closed | -$131K | – | 1074 |
|
2020
Q3 | $131K | Buy |
2,701
+1,983
| +276% | +$96.2K | 0.09% | 246 |
|
2020
Q2 | $39K | Buy |
+718
| New | +$39K | 0.01% | 694 |
|
2020
Q1 | – | Sell |
-1,781
| Closed | -$128K | – | 1237 |
|
2019
Q4 | $128K | Buy |
+1,781
| New | +$128K | 0.01% | 716 |
|