J.P. Morgan Private Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $502K | Sell |
10,453
-1,031
| -9% | -$49.6K | ﹤0.01% | 1243 |
|
|
2023
Q2 | $652K | Sell |
11,484
-9,043
| -44% | -$513K | ﹤0.01% | 927 |
|
|
2023
Q1 | $1.19M | Sell |
20,527
-1,309
| -6% | -$75.7K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $1.3M | Buy |
21,836
+105
| +0.5% | +$6.23K | ﹤0.01% | 1029 |
|
|
2022
Q3 | $1.07M | Sell |
21,731
-629
| -3% | -$31K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $1.32M | Sell |
22,360
-1,198
| -5% | -$70.6K | ﹤0.01% | 999 |
|
|
2022
Q1 | $1.43M | Buy |
23,558
+1,220
| +5% | +$73.8K | ﹤0.01% | 1049 |
|
|
2021
Q4 | $1.28M | Sell |
22,338
-83
| -0.4% | -$4.75K | ﹤0.01% | 1116 |
|
|
2021
Q3 | $1.29M | Buy |
22,421
+737
| +3% | +$42.2K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $1.31M | Buy |
21,684
+2,437
| +13% | +$147K | ﹤0.01% | 1070 |
|
|
2021
Q1 | $1.26M | Buy |
19,247
+1,661
| +9% | +$108K | ﹤0.01% | 943 |
|
|
2020
Q4 | $1.03M | Buy |
17,586
+964
| +6% | +$56.2K | ﹤0.01% | 1004 |
|
|
2020
Q3 | $808K | Buy |
16,622
+10,588
| +175% | +$515K | ﹤0.01% | 968 |
|
|
2020
Q2 | $329K | Buy |
6,034
+416
| +7% | +$22.7K | ﹤0.01% | 1269 |
|
|
2020
Q1 | $336K | Buy |
+5,618
| New | +$336K | ﹤0.01% | 1088 |
|