Ifrah Financial Services’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 | $217K | Buy |
4,229
+11
| +0.3% | +$564 | 0.06% | 194 |
|
|
2025
Q1 | $244K | Buy |
4,218
+40
| +1% | +$2.32K | 0.07% | 170 |
|
|
2024
Q4 | $223K | Buy |
4,178
+62
| +2% | +$3.32K | 0.06% | 191 |
|
|
2024
Q3 | $236K | Buy |
+4,116
| New | +$236K | 0.06% | 192 |
|
|
2024
Q2 | – | Sell |
-3,971
| Closed | -$202K | – | 214 |
|
|
2024
Q1 | $202K | Buy |
+3,971
| New | +$202K | 0.06% | 209 |
|
|
2023
Q3 | – | Sell |
-3,674
| Closed | -$209K | – | 203 |
|
|
2023
Q2 | $209K | Buy |
3,674
+38
| +1% | +$2.16K | 0.06% | 198 |
|
|
2023
Q1 | $210K | Sell |
3,636
-119
| -3% | -$6.89K | 0.07% | 197 |
|
|
2022
Q4 | $223K | Buy |
+3,755
| New | +$223K | 0.07% | 189 |
|
|
2022
Q3 | – | Sell |
-3,860
| Closed | -$227K | – | 197 |
|
|
2022
Q2 | $227K | Sell |
3,860
-110
| -3% | -$6.47K | 0.07% | 181 |
|
|
2022
Q1 | $240K | Buy |
3,970
+5
| +0.1% | +$302 | 0.07% | 195 |
|
|
2021
Q4 | $227K | Buy |
3,965
+36
| +0.9% | +$2.06K | 0.06% | 204 |
|
|
2021
Q3 | $225K | Buy |
3,929
+120
| +3% | +$6.87K | 0.06% | 196 |
|
|
2021
Q2 | $229K | Buy |
3,809
+117
| +3% | +$7.03K | 0.07% | 194 |
|
|
2021
Q1 | $241K | Buy |
3,692
+71
| +2% | +$4.64K | 0.07% | 188 |
|
|
2020
Q4 | $211K | Buy |
+3,621
| New | +$211K | 0.07% | 182 |
|
|
2020
Q1 | – | Sell |
-3,033
| Closed | -$217K | – | 196 |
|
|
2019
Q4 | $217K | Sell |
3,033
-57
| -2% | -$4.08K | 0.08% | 182 |
|
|
2019
Q3 | $232K | Sell |
3,090
-30
| -1% | -$2.25K | 0.09% | 162 |
|
|
2019
Q2 | $225K | Sell |
3,120
-36
| -1% | -$2.6K | 0.08% | 168 |
|
|
2019
Q1 | $222K | Buy |
+3,156
| New | +$222K | 0.08% | 168 |
|