Inspire Advisors’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 | – | Sell |
-48,706
| Closed | -$2.82M | – | 539 |
|
|
2025
Q1 | $2.82M | Buy |
48,706
+15,008
| +45% | +$869K | 0.33% | 43 |
|
|
2024
Q4 | $1.8M | Buy |
33,698
+3,365
| +11% | +$180K | 0.22% | 72 |
|
|
2024
Q3 | $1.74M | Sell |
30,333
-3,376
| -10% | -$193K | 0.21% | 69 |
|
|
2024
Q2 | $1.69M | Buy |
+33,709
| New | +$1.69M | 0.22% | 53 |
|
|
2023
Q2 | – | Sell |
-12,774
| Closed | -$739K | – | 257 |
|
|
2023
Q1 | $739K | Buy |
12,774
+3,075
| +32% | +$178K | 0.17% | 54 |
|
|
2022
Q4 | $576K | Buy |
9,699
+3,239
| +50% | +$192K | 0.15% | 41 |
|
|
2022
Q3 | $318K | Buy |
6,460
+2,618
| +68% | +$129K | 0.09% | 55 |
|
|
2022
Q2 | $226K | Buy |
+3,842
| New | +$226K | 0.06% | 71 |
|