JFS Wealth 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 | $616 | Sell |
12
-21
| -64% | -$1.08K | ﹤0.01% | 1659 |
|
|
2025
Q1 | $1.91K | Buy |
33
+7
| +27% | +$405 | ﹤0.01% | 1487 |
|
|
2024
Q4 | $1.39K | Sell |
26
-1
| -4% | -$53 | ﹤0.01% | 1606 |
|
|
2024
Q3 | $1.55K | Buy |
27
+1
| +4% | +$57 | ﹤0.01% | 1586 |
|
|
2024
Q2 | $1.3K | Buy |
26
+7
| +37% | +$351 | ﹤0.01% | 1594 |
|
|
2024
Q1 | $968 | Buy |
19
+7
| +58% | +$357 | ﹤0.01% | 1667 |
|
|
2023
Q4 | $611 | Sell |
12
-2
| -14% | -$102 | ﹤0.01% | 1766 |
|
|
2023
Q3 | $673 | Sell |
14
-18
| -56% | -$865 | ﹤0.01% | 1683 |
|
|
2023
Q2 | $1.82K | Hold |
32
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q1 | $1.85K | Buy |
32
+5
| +19% | +$289 | ﹤0.01% | 1399 |
|
|
2022
Q4 | $1.6K | Buy |
27
+4
| +17% | +$237 | ﹤0.01% | 1458 |
|
|
2022
Q3 | $1K | Sell |
23
-9
| -28% | -$391 | ﹤0.01% | 1608 |
|
|
2022
Q2 | $2K | Buy |
32
+9
| +39% | +$563 | ﹤0.01% | 1358 |
|
|
2022
Q1 | $1K | Buy |
23
+13
| +130% | +$565 | ﹤0.01% | 1695 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1485 |
|