CMA
Cedar Mountain Advisors’s Northwest Natural Holdings NWN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $56.8K | Buy |
1,430
+83
| +6% | +$3.3K | 0.01% | 89 |
|
2025
Q1 | $57.5K | Buy |
1,347
+15
| +1% | +$641 | 0.01% | 85 |
|
2024
Q4 | $52.7K | Buy |
1,332
+173
| +15% | +$6.84K | 0.01% | 82 |
|
2024
Q3 | $47.3K | Buy |
1,159
+5
| +0.4% | +$204 | 0.01% | 85 |
|
2024
Q2 | $41.7K | Buy |
1,154
+5
| +0.4% | +$181 | 0.01% | 80 |
|
2024
Q1 | $42.8K | Buy |
1,149
+5
| +0.4% | +$186 | 0.01% | 82 |
|
2023
Q4 | $44.5K | Buy |
1,144
+5
| +0.4% | +$195 | 0.01% | 77 |
|
2023
Q3 | $43.5K | Buy |
1,139
+5
| +0.4% | +$191 | 0.01% | 73 |
|
2023
Q2 | $48.8K | Buy |
1,134
+149
| +15% | +$6.42K | 0.01% | 76 |
|
2023
Q1 | $46.9K | Buy |
985
+3
| +0.3% | +$143 | 0.01% | 77 |
|
2022
Q4 | $46.7K | Buy |
982
+4
| +0.4% | +$190 | 0.01% | 74 |
|
2022
Q3 | $42K | Buy |
978
+2
| +0.2% | +$86 | 0.01% | 74 |
|
2022
Q2 | $52K | Buy |
976
+2
| +0.2% | +$107 | 0.02% | 69 |
|
2022
Q1 | $50K | Buy |
974
+2
| +0.2% | +$103 | 0.01% | 78 |
|
2021
Q4 | $47K | Buy |
972
+2
| +0.2% | +$97 | 0.01% | 76 |
|
2021
Q3 | $45K | Hold |
970
| – | – | 0.02% | 74 |
|
2021
Q2 | $51K | Buy |
970
+200
| +26% | +$10.5K | 0.02% | 70 |
|
2021
Q1 | $42K | Hold |
770
| – | – | 0.01% | 80 |
|
2020
Q4 | $35K | Hold |
770
| – | – | 0.01% | 90 |
|
2020
Q3 | $35K | Hold |
770
| – | – | 0.01% | 81 |
|
2020
Q2 | $43K | Hold |
770
| – | – | 0.02% | 72 |
|
2020
Q1 | $48K | Hold |
770
| – | – | 0.02% | 55 |
|
2019
Q4 | $57K | Buy |
+770
| New | +$57K | 0.02% | 59 |
|