Loveless Wealth Management’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $221K | Hold |
3,750
| – | – | 0.14% | 120 |
|
|
2022
Q1 | $227K | Hold |
3,750
| – | – | 0.13% | 123 |
|
|
2021
Q4 | $214K | Hold |
3,750
| – | – | 0.12% | 129 |
|
|
2021
Q3 | $215K | Hold |
3,750
| – | – | 0.13% | 128 |
|
|
2021
Q2 | $226K | Hold |
3,750
| – | – | 0.14% | 120 |
|
|
2021
Q1 | $245K | Sell |
3,750
-100
| -3% | -$6.53K | 0.16% | 114 |
|
|
2020
Q4 | $224K | Buy |
+3,850
| New | +$224K | 0.17% | 114 |
|
|
2020
Q3 | – | Sell |
-3,850
| Closed | -$210K | – | 114 |
|
|
2020
Q2 | $210K | Sell |
3,850
-100
| -3% | -$5.46K | 0.2% | 107 |
|
|
2020
Q1 | $236K | Hold |
3,950
| – | – | 0.28% | 83 |
|
|
2019
Q4 | $278K | Buy |
+3,950
| New | +$278K | 0.24% | 97 |
|