JFS Wealth Advisors’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 | – | Sell |
-1
| Closed | -$43 | – | 1943 |
|
|
2025
Q1 | $43 | Hold |
1
| – | – | ﹤0.01% | 1901 |
|
|
2024
Q4 | $40 | Hold |
1
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q3 | $41 | Hold |
1
| – | – | ﹤0.01% | 1940 |
|
|
2024
Q2 | $37 | Hold |
1
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q1 | $38 | Hold |
1
| – | – | ﹤0.01% | 1987 |
|
|
2023
Q4 | $39 | Buy |
+1
| New | +$39 | ﹤0.01% | 1983 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$44 | – | 1994 |
|
|
2023
Q2 | $44 | Sell |
1
-1
| -50% | -$44 | ﹤0.01% | 1955 |
|
|
2023
Q1 | $96 | Buy |
2
+1
| +100% | +$48 | ﹤0.01% | 1892 |
|
|
2022
Q4 | $48 | Sell |
1
-1
| -50% | -$48 | ﹤0.01% | 1926 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1866 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$48K | – | 518 |
|
|
2015
Q1 | $48K | Hold |
1,000
| – | – | 0.02% | 185 |
|
|
2014
Q4 | $50K | Buy |
+1,000
| New | +$50K | 0.01% | 186 |
|