Global Retirement Partners’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 | $93.2K | Buy |
+1,817
| New | +$93.2K | ﹤0.01% | 1473 |
|
2024
Q4 | $90.6K | Sell |
1,695
-325
| -16% | -$17.4K | ﹤0.01% | 1326 |
|
2024
Q3 | $116K | Buy |
2,020
+3
| +0.1% | +$172 | ﹤0.01% | 1172 |
|
2024
Q2 | $101K | Buy |
2,017
+14
| +0.7% | +$701 | ﹤0.01% | 1194 |
|
2024
Q1 | $102K | Sell |
2,003
-16
| -0.8% | -$815 | ﹤0.01% | 1076 |
|
2023
Q4 | $97.3K | Sell |
2,019
-398
| -16% | -$19.2K | ﹤0.01% | 1063 |
|
2023
Q3 | $116K | Buy |
2,417
+61
| +3% | +$2.93K | 0.01% | 868 |
|
2023
Q2 | $134K | Buy |
2,356
+53
| +2% | +$3.01K | 0.01% | 835 |
|
2023
Q1 | $136K | Buy |
2,303
+2,088
| +971% | +$123K | 0.01% | 813 |
|
2022
Q4 | $12.8K | Buy |
215
+3
| +1% | +$178 | ﹤0.01% | 1684 |
|
2022
Q3 | $11K | Buy |
212
+123
| +138% | +$6.38K | ﹤0.01% | 1655 |
|
2022
Q2 | $5K | Sell |
89
-22
| -20% | -$1.24K | ﹤0.01% | 1899 |
|
2022
Q1 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 1778 |
|