Rothschild Investment LLC’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 | $4.41K | Sell |
86
-10
| -10% | -$513 | ﹤0.01% | 1577 |
|
|
2025
Q1 | $5.56K | Buy |
96
+30
| +45% | +$1.74K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $3.53K | Buy |
66
+15
| +29% | +$802 | ﹤0.01% | 1487 |
|
|
2024
Q3 | $2.92K | Buy |
51
+35
| +219% | +$2K | ﹤0.01% | 1526 |
|
|
2024
Q2 | $801 | Buy |
16
+10
| +167% | +$501 | ﹤0.01% | 1777 |
|
|
2024
Q1 | $306 | Buy |
6
+5
| +500% | +$255 | ﹤0.01% | 1550 |
|
|
2023
Q4 | $51 | Buy |
+1
| New | +$51 | ﹤0.01% | 1316 |
|