Kelleher Financial Advisors’s National Fuel Gas NFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-5,845
| Closed | -$245K | – | 110 |
|
|
2020
Q2 | $245K | Sell |
5,845
-245
| -4% | -$10.3K | 0.24% | 79 |
|
|
2020
Q1 | $227K | Sell |
6,090
-1,033
| -15% | -$38.5K | 0.27% | 74 |
|
|
2019
Q4 | $331K | Buy |
7,123
+198
| +3% | +$9.2K | 0.33% | 65 |
|
|
2019
Q3 | $325K | Buy |
+6,925
| New | +$325K | 0.4% | 61 |
|
|
2017
Q3 | – | Sell |
-3,923
| Closed | -$219K | – | 78 |
|
|
2017
Q2 | $219K | Sell |
3,923
-97
| -2% | -$5.42K | 0.42% | 72 |
|
|
2017
Q1 | $240K | Buy |
4,020
+123
| +3% | +$7.34K | 0.51% | 64 |
|
|
2016
Q4 | $221K | Buy |
3,897
+60
| +2% | +$3.4K | 0.12% | 122 |
|
|
2016
Q3 | $207K | Hold |
3,837
| – | – | 0.12% | 121 |
|
|
2016
Q2 | $218K | Sell |
3,837
-9,264
| -71% | -$526K | 0.13% | 120 |
|
|
2016
Q1 | $655K | Buy |
+13,101
| New | +$655K | 0.36% | 70 |
|