Elite Wealth Management’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $208K | Hold |
3,461
| – | – | 0.34% | 38 |
|
|
2016
Q2 | $224K | Buy |
+3,461
| New | +$224K | 0.37% | 37 |
|
|
2014
Q4 | – | Sell |
-3,461
| Closed | -$146K | – | 352 |
|
|
2014
Q3 | $146K | Sell |
3,461
-225
| -6% | -$9.49K | 0.13% | 75 |
|
|
2014
Q2 | $174K | Sell |
3,686
-800
| -18% | -$37.8K | 0.17% | 63 |
|
|
2014
Q1 | $197K | Hold |
4,486
| – | – | 0.16% | 66 |
|
|
2013
Q4 | $192K | Hold |
4,486
| – | – | 0.14% | 77 |
|
|
2013
Q3 | $188K | Buy |
4,486
+1,025
| +30% | +$43K | 0.17% | 81 |
|
|
2013
Q2 | $147K | Buy |
+3,461
| New | +$147K | 0.22% | 54 |
|