Spire Wealth Management’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 |
-1,459
| Closed | -$84.4K | – | 2485 |
|
|
2023
Q1 | $84.4K | Sell |
1,459
-55
| -4% | -$3.18K | ﹤0.01% | 1016 |
|
|
2022
Q4 | $90K | Buy |
+1,514
| New | +$90K | 0.01% | 785 |
|
|
2022
Q3 | – | Sell |
-134
| Closed | -$8K | – | 2474 |
|
|
2022
Q2 | $8K | Buy |
134
+1
| +0.8% | +$60 | ﹤0.01% | 1997 |
|
|
2022
Q1 | $8K | Hold |
133
| – | – | ﹤0.01% | 2115 |
|
|
2021
Q4 | $8K | Hold |
133
| – | – | ﹤0.01% | 2455 |
|
|
2021
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 2165 |
|
|
2021
Q2 | $8K | Sell |
133
-1
| -0.7% | -$60 | ﹤0.01% | 2204 |
|
|
2021
Q1 | $9K | Buy |
+134
| New | +$9K | ﹤0.01% | 2449 |
|