Strategic Wealth Partners’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,587
| Closed | -$204K | – | 293 |
|
|
2023
Q2 | $204K | Sell |
3,587
-225
| -6% | -$12.8K | 0.03% | 275 |
|
|
2023
Q1 | $221K | Sell |
3,812
-148
| -4% | -$8.56K | 0.03% | 242 |
|
|
2022
Q4 | $235K | Buy |
+3,960
| New | +$235K | 0.04% | 232 |
|
|
2022
Q3 | – | Sell |
-4,302
| Closed | -$254K | – | 281 |
|
|
2022
Q2 | $254K | Sell |
4,302
-275
| -6% | -$16.2K | 0.05% | 211 |
|
|
2022
Q1 | $277K | Sell |
4,577
-1,320
| -22% | -$79.9K | 0.05% | 219 |
|
|
2021
Q4 | $337K | Buy |
+5,897
| New | +$337K | 0.06% | 223 |
|