Pathstone Holdings’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 | – | Sell |
-6,663
| Closed | -$386K | – | 2251 |
|
|
2025
Q1 | $386K | Buy |
6,663
+1,471
| +28% | +$85.1K | ﹤0.01% | 1832 |
|
|
2024
Q4 | $278K | Sell |
5,192
-66
| -1% | -$3.53K | ﹤0.01% | 2002 |
|
|
2024
Q3 | $301K | Buy |
5,258
+52
| +1% | +$2.98K | ﹤0.01% | 1963 |
|
|
2024
Q2 | $261K | Buy |
+5,206
| New | +$261K | ﹤0.01% | 2014 |
|
|
2024
Q1 | – | Sell |
-4,068
| Closed | -$207K | – | 2319 |
|
|
2023
Q4 | $207K | Buy |
+4,068
| New | +$207K | ﹤0.01% | 2040 |
|