Glassman Wealth Services’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11
| Closed | -$474 | – | 2040 |
|
2023
Q2 | $474 | Buy |
+11
| New | +$474 | ﹤0.01% | 1651 |
|
2021
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1820 |
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1412 |
|
2021
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1339 |
|
2020
Q3 | – | Sell |
-34
| Closed | -$2K | – | 1443 |
|
2020
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 875 |
|
2020
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 731 |
|
2019
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 687 |
|
2019
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 715 |
|
2019
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 734 |
|
2019
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 707 |
|