Alan B. Lancz & Associates’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$128K | – | 170 |
|
|
2023
Q1 | $128K | Sell |
2,700
-1,600
| -37% | -$76.1K | 0.13% | 170 |
|
|
2022
Q4 | $213K | Hold |
4,300
| – | – | 0.22% | 123 |
|
|
2022
Q3 | $187K | Hold |
4,300
| – | – | 0.22% | 118 |
|
|
2022
Q2 | $231K | Hold |
4,300
| – | – | 0.23% | 115 |
|
|
2022
Q1 | $222K | Buy |
+4,300
| New | +$222K | 0.2% | 133 |
|