Harbor Investment Advisory’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,147
| Closed | -$65.1K | – | 1288 |
|
|
2023
Q2 | $65.1K | Buy |
1,147
+249
| +28% | +$14.1K | 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% | 730 |
|
|
2022
Q2 | $53K | Hold |
898
| – | – | 0.01% | 690 |
|
|
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% | 666 |
|
|
2021
Q2 | $66K | Sell |
1,104
-114
| -9% | -$6.82K | 0.01% | 627 |
|
|
2021
Q1 | $79K | Hold |
1,218
| – | – | 0.01% | 544 |
|
|
2020
Q4 | $71K | Buy |
1,218
+350
| +40% | +$20.4K | 0.01% | 538 |
|
|
2020
Q3 | $42K | Buy |
868
+428
| +97% | +$20.7K | 0.01% | 544 |
|
|
2020
Q2 | $24K | Buy |
440
+20
| +5% | +$1.09K | 0.01% | 587 |
|
|
2020
Q1 | $25K | Buy |
+420
| New | +$25K | 0.01% | 533 |
|