JWM
Janiczek Wealth Management’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $21.8K | Buy |
435
+255
| +142% | +$12.8K | ﹤0.01% | 542 |
|
|
2024
Q1 | $9.17K | Buy |
+180
| New | +$9.17K | ﹤0.01% | 695 |
|
|
2023
Q4 | – | Sell |
-234
| Closed | -$11.2K | – | 1161 |
|
|
2023
Q3 | $11.2K | Buy |
+234
| New | +$11.2K | ﹤0.01% | 618 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$177 | – | 1057 |
|
|
2022
Q4 | $177 | Buy |
+3
| New | +$177 | ﹤0.01% | 990 |
|
|
2022
Q2 | – | Sell |
-28
| Closed | -$2K | – | 1034 |
|
|
2022
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 781 |
|
|
2021
Q4 | $2K | Sell |
28
-25
| -47% | -$1.79K | ﹤0.01% | 841 |
|
|
2021
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 769 |
|
|
2021
Q2 | $3K | Buy |
53
+25
| +89% | +$1.42K | ﹤0.01% | 722 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 680 |
|