Inspire Investing’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,604
| Closed | -$212K | – | 809 |
|
2022
Q2 | $212K | Sell |
3,604
-305
| -8% | -$17.9K | 0.03% | 560 |
|
2022
Q1 | $236K | Sell |
3,909
-493
| -11% | -$29.8K | 0.03% | 517 |
|
2021
Q4 | $252K | Buy |
4,402
+442
| +11% | +$25.3K | 0.03% | 373 |
|
2021
Q3 | $227K | Sell |
3,960
-3,300
| -45% | -$189K | 0.03% | 665 |
|
2021
Q2 | $437K | Buy |
7,260
+220
| +3% | +$13.2K | 0.06% | 390 |
|
2021
Q1 | $459K | Buy |
+7,040
| New | +$459K | 0.07% | 320 |
|
2020
Q4 | – | Sell |
-7,182
| Closed | -$349K | – | 664 |
|
2020
Q3 | $349K | Buy |
7,182
+1,850
| +35% | +$89.9K | 0.1% | 222 |
|
2020
Q2 | $291K | Buy |
5,332
+531
| +11% | +$29K | 0.1% | 224 |
|
2020
Q1 | $287K | Buy |
+4,801
| New | +$287K | 0.11% | 224 |
|
2018
Q1 | – | Sell |
-963
| Closed | -$57K | – | 532 |
|
2017
Q4 | $57K | Buy |
+963
| New | +$57K | 0.05% | 474 |
|