Concord Wealth Partners’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 |
-178
| Closed | -$8.46K | – | 1059 |
|
2023
Q1 | $8.46K | Buy |
178
+2
| +1% | +$95 | ﹤0.01% | 612 |
|
2022
Q4 | $8.38K | Buy |
+176
| New | +$8.38K | ﹤0.01% | 658 |
|
2022
Q3 | – | Sell |
-173
| Closed | -$9K | – | 799 |
|
2022
Q2 | $9K | Buy |
173
+2
| +1% | +$104 | ﹤0.01% | 705 |
|
2022
Q1 | $9K | Buy |
171
+2
| +1% | +$105 | ﹤0.01% | 806 |
|
2021
Q4 | $8K | Buy |
+169
| New | +$8K | ﹤0.01% | 836 |
|