SYSTM Wealth Solutions’s NorthWestern Energy NWE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-19,714
Closed -$1M 870
2024
Q1
$1M Buy
19,714
+5,144
+35% +$262K 0.13% 200
2023
Q4
$741K Buy
+14,570
New +$741K 0.1% 230