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