Raymond James Trust’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$360K Buy
6,288
+115
+2% +$6.58K 0.01% 940
2024
Q2
$309K Sell
6,173
-29
-0.5% -$1.45K 0.01% 964
2024
Q1
$316K Buy
6,202
+1,968
+46% +$100K 0.01% 940
2023
Q4
$215K Buy
+4,234
New +$215K 0.01% 1107