Geneos Wealth Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-92
| Closed | -$5.29K | – | 2939 |
|
|
2024
Q3 | $5.29K | Buy |
92
+1
| +1% | +$53 | ﹤0.01% | 2061 |
|
|
2024
Q2 | $4.58K | Buy |
91
+2
| +2% | +$101 | ﹤0.01% | 1741 |
|
|
2024
Q1 | $4.53K | Sell |
89
-278
| -76% | -$13.6K | ﹤0.01% | 1725 |
|
|
2023
Q4 | $18.7K | Buy |
367
+1
| +0.3% | +$50 | ﹤0.01% | 1383 |
|
|
2023
Q3 | $17.6K | Buy |
366
+91
| +33% | +$4.85K | ﹤0.01% | 1422 |
|
|
2023
Q2 | $15.6K | Hold |
275
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q1 | $15.9K | Hold |
275
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q4 | $16.3K | Hold |
275
| – | – | ﹤0.01% | 1395 |
|
|
2022
Q3 | $13K | Sell |
275
-168
| -38% | -$9.22K | ﹤0.01% | 1450 |
|
|
2022
Q2 | $26K | Hold |
443
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q1 | $26K | Hold |
443
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q4 | $25K | Buy |
+443
| New | +$25.2K | ﹤0.01% | 1773 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$4K | – | 2572 |
|
|
2019
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 2244 |
|
|
2019
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2159 |
|
|
2019
Q2 | $4K | Sell |
65
-6
| -8% | -$426 | ﹤0.01% | 2168 |
|
|
2019
Q1 | $4K | Hold |
71
| – | – | ﹤0.01% | 2100 |
|
|
2018
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 2121 |
|
|
2018
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 1964 |
|
|
2017
Q4 | $4K | Hold |
71
| – | – | ﹤0.01% | 1886 |
|
|
2017
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 1831 |
|
|
2017
Q2 | $4K | Hold |
71
| – | – | ﹤0.01% | 1799 |
|
|
2017
Q1 | $4K | Sell |
71
-58
| -45% | -$3.33K | ﹤0.01% | 1749 |
|
|
2016
Q4 | $7K | Hold |
129
| – | – | ﹤0.01% | 1539 |
|
|
2016
Q3 | $7K | Buy |
+129
| New | +$7.69K | ﹤0.01% | 1486 |
|
Other funds holding NWE
RRAM
SFM
