Raymond James Financial Services Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,628
| Closed | -$236K | – | 3467 |
|
|
2024
Q1 | $236K | Buy |
4,628
+580
| +14% | +$29.5K | ﹤0.01% | 2992 |
|
|
2023
Q4 | $206K | Buy |
+4,048
| New | +$206K | ﹤0.01% | 2965 |
|
|
2023
Q1 | – | Sell |
-3,785
| Closed | -$225K | – | 3322 |
|
|
2022
Q4 | $225K | Sell |
3,785
-1,590
| -30% | -$94.4K | ﹤0.01% | 2787 |
|
|
2022
Q3 | $265K | Buy |
+5,375
| New | +$265K | ﹤0.01% | 2644 |
|
|
2016
Q3 | – | Sell |
-8,192
| Closed | -$517K | – | 2317 |
|
|
2016
Q2 | $517K | Buy |
8,192
+1,091
| +15% | +$68.9K | 0.01% | 1406 |
|
|
2016
Q1 | $438K | Buy |
+7,101
| New | +$438K | 0.01% | 1329 |
|