Zeke Capital Advisors’s NorthWestern Energy NWE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $232K | Sell |
3,916
-615
| -14% | -$36.5K | 0.02% | 409 |
|
2022
Q3 | $223K | Buy |
+4,531
| New | +$223K | 0.02% | 403 |
|
2018
Q4 | – | Sell |
-4,497
| Closed | -$264K | – | 614 |
|
2018
Q3 | $264K | Sell |
4,497
-867
| -16% | -$50.9K | 0.02% | 545 |
|
2018
Q2 | $307K | Sell |
5,364
-110
| -2% | -$6.3K | 0.03% | 396 |
|
2018
Q1 | $295K | Buy |
+5,474
| New | +$295K | 0.03% | 447 |
|