EverSource Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.1K | Buy |
807
+352
| +77% | +$14K | ﹤0.01% | 1925 |
|
|
2025
Q1 | $19.4K | Buy |
455
+94
| +26% | +$4.01K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $14.3K | Buy |
361
+15
| +4% | +$593 | ﹤0.01% | 1816 |
|
|
2024
Q3 | $14.1K | Hold |
346
| – | – | ﹤0.01% | 1672 |
|
|
2024
Q2 | $13.8K | Buy |
346
+332
| +2,371% | +$13.3K | ﹤0.01% | 1688 |
|
|
2024
Q1 | $534 | Sell |
14
-31
| -69% | -$1.18K | ﹤0.01% | 2700 |
|
|
2023
Q4 | $1.75K | Sell |
45
-43
| -49% | -$1.67K | ﹤0.01% | 2206 |
|
|
2023
Q3 | $3.36K | Buy |
+88
| New | +$3.36K | ﹤0.01% | 1853 |
|
|
2023
Q2 | – | Sell |
-95
| Closed | -$4.52K | – | 2573 |
|
|
2023
Q1 | $4.52K | Sell |
95
-60
| -39% | -$2.85K | ﹤0.01% | 1672 |
|
|
2022
Q4 | $7.38K | Sell |
155
-82
| -35% | -$3.9K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $11K | Buy |
237
+177
| +295% | +$8.22K | ﹤0.01% | 1107 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 1415 |
|
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1435 |
|
|
2021
Q4 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 1443 |
|