Janney Montgomery Scott’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,674
| Closed | -$322K | – | 2711 |
|
|
2023
Q2 | $322K | Sell |
5,674
-155
| -3% | -$8.8K | ﹤0.01% | 2182 |
|
|
2023
Q1 | $337K | Sell |
5,829
-900
| -13% | -$52K | ﹤0.01% | 1980 |
|
|
2022
Q4 | $399K | Buy |
6,729
+700
| +12% | +$41.5K | ﹤0.01% | 1920 |
|
|
2022
Q3 | $297K | Sell |
6,029
-275
| -4% | -$13.5K | ﹤0.01% | 2017 |
|
|
2022
Q2 | $371K | Buy |
6,304
+363
| +6% | +$21.4K | ﹤0.01% | 1780 |
|
|
2022
Q1 | $359K | Buy |
5,941
+205
| +4% | +$12.4K | ﹤0.01% | 1802 |
|
|
2021
Q4 | $328K | Buy |
+5,736
| New | +$328K | ﹤0.01% | 1955 |
|