IWA
IVC Wealth Advisors’s National Fuel Gas NFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
4,977
-505
| -9% | -$42.8K | 0.21% | 94 |
|
|
2025
Q1 | $434K | Sell |
5,482
-91
| -2% | -$7.21K | 0.23% | 86 |
|
|
2024
Q4 | $338K | Sell |
5,573
-27
| -0.5% | -$1.64K | 0.19% | 106 |
|
|
2024
Q3 | $339K | Sell |
5,600
-20
| -0.4% | -$1.21K | 0.19% | 109 |
|
|
2024
Q2 | $305K | Buy |
5,620
+366
| +7% | +$19.8K | 0.17% | 119 |
|
|
2024
Q1 | $282K | Buy |
5,254
+1,080
| +26% | +$58K | 0.16% | 128 |
|
|
2023
Q4 | $209K | Buy |
+4,174
| New | +$209K | 0.13% | 150 |
|
|
2023
Q1 | – | Sell |
-3,365
| Closed | -$213K | – | 150 |
|
|
2022
Q4 | $213K | Hold |
3,365
| – | – | 0.16% | 141 |
|
|
2022
Q3 | $207K | Buy |
3,365
+175
| +5% | +$10.8K | 0.17% | 135 |
|
|
2022
Q2 | $211K | Hold |
3,190
| – | – | 0.16% | 135 |
|
|
2022
Q1 | $219K | Buy |
+3,190
| New | +$219K | 0.14% | 139 |
|