Evercore 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
2018
Q1
Sell
-800
Closed -$48K 659
2017
Q4
$48K Hold
800
﹤0.01% 589
2017
Q3
$52K Hold
800
﹤0.01% 570
2017
Q2
$48K Hold
800
﹤0.01% 580
2017
Q1
$47K Hold
800
﹤0.01% 608
2016
Q4
$48K Hold
800
﹤0.01% 615
2016
Q3
$48K Hold
800
﹤0.01% 605
2016
Q2
$52K Hold
800
﹤0.01% 572
2016
Q1
$43K Hold
800
﹤0.01% 598
2015
Q4
$40K Hold
800
﹤0.01% 632
2015
Q3
$37K Sell
800
-106
-12% -$4.9K ﹤0.01% 644
2015
Q2
$38K Buy
906
+106
+13% +$4.45K ﹤0.01% 683
2015
Q1
$38K Hold
800
﹤0.01% 669
2014
Q4
$40K Hold
800
﹤0.01% 575
2014
Q3
$34K Hold
800
﹤0.01% 663
2014
Q2
$38K Hold
800
﹤0.01% 650
2014
Q1
$35K Hold
800
﹤0.01% 653
2013
Q4
$34K Hold
800
﹤0.01% 610
2013
Q3
$34K Hold
800
﹤0.01% 614
2013
Q2
$34K Buy
+800
New +$34K ﹤0.01% 608