Jackson Grant Investment Advisers’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.2K | Hold |
961
| – | – | 0.01% | 197 |
|
2025
Q1 | $41.1K | Hold |
961
| – | – | 0.02% | 188 |
|
2024
Q4 | $38K | Hold |
961
| – | – | 0.01% | 193 |
|
2024
Q3 | $39.2K | Hold |
961
| – | – | 0.01% | 191 |
|
2024
Q2 | $34.7K | Hold |
961
| – | – | 0.01% | 196 |
|
2024
Q1 | $35.8K | Hold |
961
| – | – | 0.01% | 193 |
|
2023
Q4 | $37.4K | Hold |
961
| – | – | 0.02% | 188 |
|
2023
Q3 | $36.7K | Hold |
961
| – | – | 0.02% | 186 |
|
2023
Q2 | $41.4K | Hold |
961
| – | – | 0.02% | 178 |
|
2023
Q1 | $45.7K | Hold |
961
| – | – | 0.02% | 192 |
|
2022
Q4 | $45.7K | Hold |
961
| – | – | 0.02% | 187 |
|
2022
Q3 | $42K | Hold |
961
| – | – | 0.02% | 190 |
|
2022
Q2 | $51K | Hold |
961
| – | – | 0.03% | 179 |
|
2022
Q1 | $50K | Hold |
961
| – | – | 0.02% | 204 |
|
2021
Q4 | $47K | Hold |
961
| – | – | 0.02% | 172 |
|
2021
Q3 | $44K | Hold |
961
| – | – | 0.02% | 215 |
|
2021
Q2 | $50K | Hold |
961
| – | – | 0.02% | 205 |
|
2021
Q1 | $52K | Hold |
961
| – | – | 0.02% | 193 |
|
2020
Q4 | $44K | Hold |
961
| – | – | 0.02% | 195 |
|
2020
Q3 | $44K | Hold |
961
| – | – | 0.03% | 152 |
|
2020
Q2 | $54K | Hold |
961
| – | – | 0.03% | 143 |
|
2020
Q1 | $59K | Buy |
961
+6
| +0.6% | +$368 | 0.04% | 131 |
|
2019
Q4 | $70K | Buy |
955
+7
| +0.7% | +$513 | 0.04% | 136 |
|
2019
Q3 | $68K | Buy |
948
+7
| +0.7% | +$502 | 0.04% | 137 |
|
2019
Q2 | $65K | Buy |
941
+6
| +0.6% | +$414 | 0.04% | 137 |
|
2019
Q1 | $61K | Buy |
935
+7
| +0.8% | +$457 | 0.04% | 136 |
|
2018
Q4 | $56K | Buy |
928
+7
| +0.8% | +$422 | 0.04% | 137 |
|
2018
Q3 | $62K | Buy |
921
+6
| +0.7% | +$404 | 0.04% | 137 |
|
2018
Q2 | $58K | Buy |
915
+7
| +0.8% | +$444 | 0.04% | 141 |
|
2018
Q1 | $52K | Buy |
908
+8
| +0.9% | +$458 | 0.04% | 142 |
|
2017
Q4 | $54K | Hold |
900
| – | – | 0.04% | 139 |
|
2017
Q3 | $58K | Buy |
+900
| New | +$58K | 0.04% | 133 |
|