Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Buy |
924
+277
| +43% | +$12.6K | 0.01% | 746 |
|
|
2021
Q2 | $33K | Buy |
647
+616
| +1,987% | +$31.4K | 0.01% | 741 |
|
|
2021
Q1 | $1K | Sell |
31
-65
| -68% | -$2.1K | ﹤0.01% | 1675 |
|
|
2020
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1231 |
|
|
2020
Q3 | $4K | Buy |
96
+76
| +380% | +$3.17K | ﹤0.01% | 1123 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1470 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$4K | – | 1612 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 1014 |
|