Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 | – | Sell |
-234
| Closed | -$15K | – | 270 |
|
|
2018
Q2 | $15K | Hold |
234
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $13K | Buy |
+234
| New | +$13K | ﹤0.01% | 296 |
|
|
2017
Q4 | – | Sell |
-234
| Closed | -$15K | – | 385 |
|
|
2017
Q3 | $15K | Hold |
234
| – | – | 0.01% | 252 |
|
|
2017
Q2 | $14K | Hold |
234
| – | – | 0.01% | 255 |
|
|
2017
Q1 | $14K | Hold |
234
| – | – | 0.01% | 271 |
|
|
2016
Q4 | $14K | Hold |
234
| – | – | ﹤0.01% | 290 |
|
|
2016
Q3 | $14K | Hold |
234
| – | – | 0.01% | 269 |
|
|
2016
Q2 | $15K | Hold |
234
| – | – | 0.01% | 246 |
|
|
2016
Q1 | $12K | Hold |
234
| – | – | 0.01% | 245 |
|
|
2015
Q4 | $12K | Buy |
+234
| New | +$12K | 0.01% | 241 |
|