Trilogy Capital’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,759
| Closed | -$282K | – | 264 |
|
|
2022
Q4 | $282K | Buy |
+4,759
| New | +$282K | 0.02% | 213 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$12K | – | 429 |
|
|
2018
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 294 |
|
|
2018
Q1 | $11K | Sell |
200
-8,542
| -98% | -$470K | ﹤0.01% | 258 |
|
|
2017
Q4 | $522K | Buy |
+8,742
| New | +$522K | 0.08% | 80 |
|