Y-Intercept (HK)’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
+48,192
| New | +$2.47M | 0.06% | 504 |
|
|
2024
Q3 | – | Sell |
-9,086
| Closed | -$455K | – | 1650 |
|
|
2024
Q2 | $455K | Buy |
+9,086
| New | +$455K | 0.02% | 855 |
|
|
2023
Q4 | – | Sell |
-9,679
| Closed | -$465K | – | 1526 |
|
|
2023
Q3 | $465K | Buy |
+9,679
| New | +$465K | 0.05% | 587 |
|
|
2022
Q3 | – | Sell |
-6,336
| Closed | -$373K | – | 1185 |
|
|
2022
Q2 | $373K | Buy |
6,336
+715
| +13% | +$42.1K | 0.05% | 515 |
|
|
2022
Q1 | $340K | Buy |
+5,621
| New | +$340K | 0.08% | 408 |
|
|
2021
Q3 | – | Sell |
-3,604
| Closed | -$217K | – | 833 |
|
|
2021
Q2 | $217K | Buy |
+3,604
| New | +$217K | 0.06% | 507 |
|