Glassman Wealth Services’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$1.68K | – | 1275 |
|
|
2023
Q4 | $1.68K | Sell |
33
-33
| -50% | -$1.68K | ﹤0.01% | 1399 |
|
|
2023
Q3 | $3.17K | Buy |
66
+33
| +100% | +$1.59K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $1.87K | Hold |
33
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q1 | $1.91K | Hold |
33
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q4 | $1.96K | Hold |
33
| – | – | ﹤0.01% | 1260 |
|
|
2022
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1242 |
|
|
2022
Q2 | $2K | Sell |
33
-177
| -84% | -$10.7K | ﹤0.01% | 1264 |
|
|
2022
Q1 | $13K | Buy |
210
+177
| +536% | +$11K | ﹤0.01% | 762 |
|
|
2021
Q4 | $2K | Sell |
33
-69
| -68% | -$4.18K | ﹤0.01% | 1222 |
|
|
2021
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 919 |
|
|
2021
Q2 | $6K | Hold |
102
| – | – | ﹤0.01% | 875 |
|
|
2021
Q1 | $7K | Hold |
102
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 835 |
|
|
2020
Q3 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 796 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 1440 |
|
|
2020
Q1 | $0 | Sell |
5
-7
| -58% | – | ﹤0.01% | 1419 |
|
|
2019
Q4 | $1K | Buy |
12
+11
| +1,100% | +$917 | ﹤0.01% | 986 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1276 |
|