Spirit of America Management Corp’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 | $367K | Buy |
7,150
+2,850
| +66% | +$146K | 0.08% | 211 |
|
|
2025
Q1 | $249K | Buy |
4,300
+2,400
| +126% | +$139K | 0.05% | 233 |
|
|
2024
Q4 | $102K | Buy |
1,900
+900
| +90% | +$48.1K | 0.02% | 284 |
|
|
2024
Q3 | $57.2K | Hold |
1,000
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $50.1K | Hold |
1,000
| – | – | 0.01% | 290 |
|
|
2024
Q1 | $50.9K | Hold |
1,000
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $50.9K | Hold |
1,000
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $48.1K | Buy |
1,000
+250
| +33% | +$12K | 0.01% | 226 |
|
|
2023
Q2 | $42.6K | Buy |
+750
| New | +$42.6K | 0.01% | 228 |
|