Schubert & Co’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14
| Closed | -$811 | – | 1027 |
|
|
2023
Q1 | $811 | Buy |
14
+2
| +17% | +$116 | ﹤0.01% | 1282 |
|
|
2022
Q4 | $712 | Buy |
12
+3
| +33% | +$178 | ﹤0.01% | 1294 |
|
|
2022
Q3 | $0 | Sell |
9
-6
| -40% | – | ﹤0.01% | 1510 |
|
|
2022
Q2 | $1K | Buy |
15
+8
| +114% | +$533 | ﹤0.01% | 1216 |
|
|
2022
Q1 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 1254 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1199 |
|