Bell Investment Advisors’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954 | Buy |
24
+12
| +100% | +$477 | ﹤0.01% | 1600 |
|
|
2025
Q1 | $513 | Hold |
12
| – | – | ﹤0.01% | 1741 |
|
|
2024
Q4 | $475 | Hold |
12
| – | – | ﹤0.01% | 1785 |
|
|
2024
Q3 | $490 | Sell |
12
-14
| -54% | -$572 | ﹤0.01% | 1783 |
|
|
2024
Q2 | $939 | Sell |
26
-29
| -53% | -$1.05K | ﹤0.01% | 1625 |
|
|
2024
Q1 | $2.05K | Hold |
55
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q4 | $2.14K | Buy |
55
+18
| +49% | +$701 | ﹤0.01% | 1301 |
|
|
2023
Q3 | $1.41K | Buy |
37
+2
| +6% | +$76 | ﹤0.01% | 1439 |
|
|
2023
Q2 | $1.51K | Buy |
35
+13
| +59% | +$560 | ﹤0.01% | 1432 |
|
|
2023
Q1 | $1.05K | Buy |
22
+11
| +100% | +$523 | ﹤0.01% | 1552 |
|
|
2022
Q4 | $523 | Sell |
11
-22
| -67% | -$1.05K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $1K | Sell |
33
-11
| -25% | -$333 | ﹤0.01% | 1503 |
|
|
2022
Q2 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 1196 |
|
|
2021
Q4 | $2K | Buy |
38
+6
| +19% | +$316 | ﹤0.01% | 1189 |
|
|
2021
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1487 |
|