RPg Family Wealth Advisory’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,068
| Closed | -$63.7K | – | 275 |
|
2017
Q4 | $63.7K | Hold |
1,068
| – | – | 0.05% | 105 |
|
2017
Q3 | $68.8K | Buy |
1,068
+103
| +11% | +$6.63K | 0.06% | 107 |
|
2017
Q2 | $57.8K | Buy |
965
+38
| +4% | +$2.27K | 0.05% | 130 |
|
2017
Q1 | $54.8K | Sell |
927
-16
| -2% | -$946 | 0.05% | 121 |
|
2016
Q4 | $56.4K | Sell |
943
-1,858
| -66% | -$111K | 0.05% | 112 |
|
2016
Q3 | $168K | Buy |
2,801
+2,081
| +289% | +$125K | 0.12% | 65 |
|
2016
Q2 | $46.7K | Buy |
720
+352
| +96% | +$22.8K | 0.02% | 131 |
|
2016
Q1 | $19.8K | Buy |
+368
| New | +$19.8K | 0.02% | 188 |
|