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 |
|