SWA
Sutton Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$237 | – | 1307 |
|
|
2022
Q4 | $237 | Buy |
+4
| New | +$237 | ﹤0.01% | 1582 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1708 |
|
|
2017
Q3 | – | Sell |
-307
| Closed | -$18.7K | – | 1099 |
|
|
2017
Q2 | $18.7K | Hold |
307
| – | – | 0.01% | 551 |
|
|
2017
Q1 | $18K | Hold |
307
| – | – | 0.02% | 548 |
|
|
2016
Q4 | $17.5K | Sell |
307
-634
| -67% | -$36.1K | 0.02% | 536 |
|
|
2016
Q3 | $54.1K | Hold |
941
| – | – | 0.05% | 244 |
|
|
2016
Q2 | $59.3K | Hold |
941
| – | – | 0.06% | 225 |
|
|
2016
Q1 | $58.1K | Buy |
+941
| New | +$58.1K | 0.06% | 227 |
|