U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$238K | – | 682 |
|
|
2023
Q1 | $238K | Hold |
5,000
| – | – | 0.01% | 580 |
|
|
2022
Q4 | $238K | Hold |
5,000
| – | – | 0.01% | 570 |
|
|
2022
Q3 | $217K | Hold |
5,000
| – | – | 0.01% | 577 |
|
|
2022
Q2 | $266K | Hold |
5,000
| – | – | 0.01% | 571 |
|
|
2022
Q1 | $259K | Hold |
5,000
| – | – | 0.01% | 630 |
|
|
2021
Q4 | $244K | Hold |
5,000
| – | – | 0.01% | 637 |
|
|
2021
Q3 | $230K | Buy |
+5,000
| New | +$230K | 0.01% | 663 |
|