WR Wealth Planners’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $36.5K | Buy |
682
+3
| +0.4% | +$160 | 0.01% | 358 |
|
|
2024
Q3 | $38.9K | Buy |
679
+29
| +4% | +$1.66K | 0.01% | 375 |
|
|
2024
Q2 | $32.6K | Buy |
650
+33
| +5% | +$1.65K | 0.01% | 379 |
|
|
2024
Q1 | $31.4K | Buy |
+617
| New | +$31.4K | 0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-567
| Closed | -$27.3K | – | 628 |
|
|
2023
Q3 | $27.3K | Sell |
567
-305
| -35% | -$14.7K | 0.01% | 393 |
|
|
2023
Q2 | $49.5K | Buy |
872
+30
| +4% | +$1.7K | 0.02% | 318 |
|
|
2023
Q1 | $48.7K | Buy |
+842
| New | +$48.7K | 0.02% | 323 |
|