Schwarz Dygos Wheeler Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,940
-100
| -3% | -$8.47K | 0.06% | 146 |
|
|
2025
Q1 | $241K | Buy |
+3,040
| New | +$241K | 0.06% | 143 |
|
|
2023
Q1 | – | Sell |
-3,340
| Closed | -$211K | – | 144 |
|
|
2022
Q4 | $211K | Hold |
3,340
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $206K | Hold |
3,340
| – | – | 0.09% | 109 |
|
|
2022
Q2 | $221K | Hold |
3,340
| – | – | 0.09% | 113 |
|
|
2022
Q1 | $229K | Hold |
3,340
| – | – | 0.08% | 118 |
|
|
2021
Q4 | $214K | Buy |
+3,340
| New | +$214K | 0.07% | 128 |
|