Sowell Financial Services’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,159
| Closed | -$672K | – | 533 |
|
|
2021
Q2 | $672K | Sell |
11,159
-55
| -0.5% | -$3.31K | 0.04% | 375 |
|
|
2021
Q1 | $768K | Buy |
11,214
+1,536
| +16% | +$105K | 0.03% | 491 |
|
|
2020
Q4 | $564K | Buy |
9,678
+979
| +11% | +$57.1K | 0.02% | 488 |
|
|
2020
Q3 | $423K | Sell |
8,699
-94
| -1% | -$4.57K | 0.02% | 508 |
|
|
2020
Q2 | $479K | Sell |
8,793
-684
| -7% | -$37.3K | 0.03% | 468 |
|
|
2020
Q1 | $567K | Buy |
9,477
+5,693
| +150% | +$341K | 0.04% | 367 |
|
|
2019
Q4 | $271K | Buy |
3,784
+793
| +27% | +$56.8K | 0.02% | 616 |
|
|
2019
Q3 | $224K | Buy |
+2,991
| New | +$224K | 0.02% | 603 |
|
|
2019
Q1 | $203K | Buy |
+2,889
| New | +$203K | 0.02% | 519 |
|