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Strategic Wealth Partners’s NorthWestern Energy NWE Stock Holding History

Strategic Wealth Partners’s Portfolio NWE Stock Details NWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,587
Closed -$204K – 294
2023
Q2 		$204K Sell
3,587
-225
-6% -$13.2K 0.03% 275
2023
Q1 		$221K Sell
3,812
-148
-4% -$8.45K 0.03% 242
2022
Q4 		$235K Buy
+3,960
New +$216K 0.04% 232
2022
Q3 		– Sell
-4,302
Closed -$254K – 281
2022
Q2 		$254K Sell
4,302
-275
-6% -$16.4K 0.05% 211
2022
Q1 		$277K Sell
4,577
-1,320
-22% -$77.2K 0.05% 219
2021
Q4 		$337K Buy
+5,897
New +$335K 0.06% 223

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