Rise Advisors’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 | $14.2K | Buy |
276
+3
| +1% | +$154 | 0.01% | 774 |
|
2025
Q1 | $15.8K | Sell |
273
-176
| -39% | -$10.2K | 0.01% | 655 |
|
2024
Q4 | $24K | Buy |
449
+6
| +1% | +$320 | 0.01% | 537 |
|
2024
Q3 | $25.4K | Buy |
443
+5
| +1% | +$286 | 0.01% | 514 |
|
2024
Q2 | $21.9K | Buy |
438
+11
| +3% | +$551 | 0.01% | 574 |
|
2024
Q1 | $21.7K | Buy |
+427
| New | +$21.7K | 0.01% | 595 |
|