Capital Advisors Ltd’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 | $40K | Hold |
1,009
| – | – | ﹤0.01% | 514 |
|
|
2025
Q1 | $43K | Hold |
1,009
| – | – | 0.01% | 491 |
|
|
2024
Q4 | $40K | Buy |
1,009
+1,000
| +11,111% | +$39.6K | 0.01% | 497 |
|
|
2024
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1543 |
|
|
2024
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1570 |
|
|
2023
Q3 | – | Sell |
-59
| Closed | -$3K | – | 1417 |
|
|
2023
Q2 | $3K | Sell |
59
-7
| -11% | -$356 | ﹤0.01% | 948 |
|
|
2023
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 822 |
|