Harbor Investment Advisory’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,147
Closed -$65.1K 1292
2023
Q2
$65.1K Buy
1,147
+249
+28% +$14.6K 0.01% 631
2023
Q1
$52K Hold
898
0.01% 693
2022
Q4
$53.3K Hold
898
0.01% 680
2022
Q3
$44K Hold
898
0.01% 731
2022
Q2
$53K Hold
898
0.01% 692
2022
Q1
$54K Hold
898
0.01% 732
2021
Q4
$51K Sell
898
-206
-19% -$11.7K 0.01% 740
2021
Q3
$63K Hold
1,104
0.01% 667
2021
Q2
$66K Sell
1,104
-114
-9% -$7.42K 0.01% 628
2021
Q1
$79K Hold
1,218
0.01% 545
2020
Q4
$71K Buy
1,218
+350
+40% +$19.5K 0.01% 539
2020
Q3
$42K Buy
868
+428
+97% +$22.7K 0.01% 550
2020
Q2
$24K Buy
440
+20
+5% +$1.16K 0.01% 593
2020
Q1
$25K Buy
+420
New +$30K 0.01% 535

Other funds holding NWE