Wealthspire Advisors (Maryland)’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-88
| Closed | -$6K | – | 1525 |
|
|
2019
Q1 | $6K | Sell |
88
-8
| -8% | -$545 | ﹤0.01% | 1757 |
|
|
2018
Q4 | $6K | Hold |
96
| – | – | ﹤0.01% | 1670 |
|
|
2018
Q3 | $6K | Hold |
96
| – | – | ﹤0.01% | 1733 |
|
|
2018
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 1727 |
|
|
2018
Q1 | $6K | Sell |
96
-21
| -18% | -$1.31K | ﹤0.01% | 1751 |
|
|
2017
Q4 | $7K | Buy |
117
+83
| +244% | +$4.97K | ﹤0.01% | 1727 |
|
|
2017
Q3 | $2K | Buy |
34
+19
| +127% | +$1.12K | ﹤0.01% | 1999 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 2103 |
|
|
2017
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1821 |
|