TCI Wealth Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-75
| Closed | -$4.34K | – | 1540 |
|
|
2023
Q1 | $4.34K | Hold |
75
| – | – | ﹤0.01% | 1626 |
|
|
2022
Q4 | $4.45K | Hold |
75
| – | – | ﹤0.01% | 1601 |
|
|
2022
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 1662 |
|
|
2022
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 1748 |
|
|
2021
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 1862 |
|
|
2021
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1769 |
|
|
2021
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 1444 |
|
|
2021
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 965 |
|
|
2020
Q3 | $4K | Buy |
75
+18
| +32% | +$960 | ﹤0.01% | 850 |
|
|
2020
Q2 | $3K | Sell |
57
-11
| -16% | -$579 | ﹤0.01% | 925 |
|
|
2020
Q1 | $4K | Sell |
68
-179
| -72% | -$10.5K | ﹤0.01% | 771 |
|
|
2019
Q4 | $18K | Hold |
247
| – | – | 0.01% | 568 |
|
|
2019
Q3 | $19K | Sell |
247
-47
| -16% | -$3.62K | 0.01% | 501 |
|
|
2019
Q2 | $21K | Hold |
294
| – | – | 0.01% | 460 |
|
|
2019
Q1 | $21K | Hold |
294
| – | – | 0.01% | 484 |
|
|
2018
Q4 | $17K | Hold |
294
| – | – | 0.01% | 502 |
|
|
2018
Q3 | $17K | Hold |
294
| – | – | 0.01% | 525 |
|
|
2018
Q2 | $17K | Hold |
294
| – | – | 0.01% | 521 |
|
|
2018
Q1 | $16K | Hold |
294
| – | – | 0.01% | 527 |
|
|
2017
Q4 | $18K | Hold |
294
| – | – | 0.01% | 516 |
|
|
2017
Q3 | $17K | Hold |
294
| – | – | 0.01% | 490 |
|
|
2017
Q2 | $18K | Hold |
294
| – | – | 0.01% | 475 |
|
|
2017
Q1 | $17K | Hold |
294
| – | – | 0.01% | 472 |
|
|
2016
Q4 | $17K | Hold |
294
| – | – | 0.01% | 521 |
|
|
2016
Q3 | $17K | Hold |
294
| – | – | 0.01% | 471 |
|
|
2016
Q2 | $19K | Hold |
294
| – | – | 0.01% | 455 |
|
|
2016
Q1 | $18K | Hold |
294
| – | – | 0.01% | 463 |
|
|
2015
Q4 | $16K | Buy |
+294
| New | +$16K | 0.01% | 474 |
|