McClarren Financial Advisors’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,034
Closed -$61K 425
2022
Q4
$61K Buy
1,034
+11
+1% +$649 0.06% 131
2022
Q3
$50K Buy
+1,023
New +$50K 0.05% 125