CWM
Confluence Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,759
| Closed | -$304K | – | 123 |
|
|
2018
Q2 | $304K | Hold |
4,759
| – | – | 0.16% | 99 |
|
|
2018
Q1 | $274K | Buy |
+4,759
| New | +$274K | 0.14% | 106 |
|
|
2014
Q3 | – | Sell |
-5,574
| Closed | -$263K | – | 106 |
|
|
2014
Q2 | $263K | Buy |
+5,574
| New | +$263K | 0.15% | 114 |
|