WR Wealth Planners’s Northwest Natural Holdings NWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.9K | Hold |
351
| – | – | ﹤0.01% | 543 |
|
|
2024
Q3 | $14.3K | Hold |
351
| – | – | ﹤0.01% | 571 |
|
|
2024
Q2 | $12.7K | Hold |
351
| – | – | ﹤0.01% | 546 |
|
|
2024
Q1 | $13.1K | Buy |
+351
| New | +$13.1K | ﹤0.01% | 541 |
|
|
2023
Q4 | – | Sell |
-351
| Closed | -$13.4K | – | 629 |
|
|
2023
Q3 | $13.4K | Hold |
351
| – | – | 0.01% | 494 |
|
|
2023
Q2 | $15.1K | Hold |
351
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $16.7K | Buy |
351
+200
| +132% | +$9.51K | 0.01% | 451 |
|
|
2022
Q4 | $7.19K | Hold |
151
| – | – | ﹤0.01% | 299 |
|
|
2022
Q3 | $6.55K | Hold |
151
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $8.02K | Buy |
+151
| New | +$8.02K | 0.01% | 305 |
|