Sutton Wealth Advisors’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$95 | – | 1308 |
|
|
2022
Q4 | $95 | Sell |
2
-338
| -99% | -$15.8K | ﹤0.01% | 1642 |
|
|
2022
Q3 | $14.7K | Sell |
340
-10
| -3% | -$507 | 0.01% | 765 |
|
|
2022
Q2 | $18.6K | Hold |
350
| – | – | 0.01% | 699 |
|
|
2022
Q1 | $18.1K | Buy |
350
+342
| +4,275% | +$17.2K | 0.01% | 739 |
|
|
2021
Q4 | $390 | Buy |
+8
| New | +$372 | ﹤0.01% | 1575 |
|
|
2021
Q1 | – | Sell |
-465
| Closed | -$21.4K | – | 1264 |
|
|
2020
Q4 | $21.4K | Sell |
465
-5
| -1% | -$237 | 0.01% | 586 |
|
|
2020
Q3 | $21.3K | Sell |
470
-139
| -23% | -$7.09K | 0.01% | 527 |
|
|
2020
Q2 | $34K | Sell |
609
-44
| -7% | -$2.69K | 0.02% | 396 |
|
|
2020
Q1 | $40.3K | Buy |
653
+144
| +28% | +$10.1K | 0.03% | 309 |
|
|
2019
Q4 | $37.5K | Buy |
509
+44
| +9% | +$3.04K | 0.02% | 392 |
|
|
2019
Q3 | $33.2K | Hold |
465
| – | – | 0.02% | 417 |
|
|
2019
Q2 | $32.3K | Hold |
465
| – | – | 0.02% | 432 |
|
|
2019
Q1 | $30.5K | Hold |
465
| – | – | 0.02% | 435 |
|
|
2018
Q4 | $28.1K | Hold |
465
| – | – | 0.02% | 418 |
|
|
2018
Q3 | $31.1K | Hold |
465
| – | – | 0.02% | 426 |
|
|
2018
Q2 | $29.7K | Hold |
465
| – | – | 0.02% | 440 |
|
|
2018
Q1 | $26.8K | Hold |
465
| – | – | 0.02% | 456 |
|
|
2017
Q4 | $27.7K | Hold |
465
| – | – | 0.02% | 444 |
|
|
2017
Q3 | $29.9K | Hold |
465
| – | – | 0.02% | 408 |
|
|
2017
Q2 | $27.8K | Hold |
465
| – | – | 0.02% | 424 |
|
|
2017
Q1 | $27.5K | Hold |
465
| – | – | 0.02% | 395 |
|
|
2016
Q4 | $27.8K | Hold |
465
| – | – | 0.02% | 390 |
|
|
2016
Q3 | $28K | Hold |
465
| – | – | 0.03% | 374 |
|
|
2016
Q2 | $30.1K | Hold |
465
| – | – | 0.03% | 336 |
|
|
2016
Q1 | $25K | Buy |
+465
| New | +$23.9K | 0.02% | 380 |
|
Other funds holding NWN
DPIM
DRZID
GF