Palm Valley Capital Fund NWN Holdings History
Palm Valley Capital Fund's Northwest Natural Holding Co Holding Summary
As of 2025-03-31, Series Portfolios Trust held 76,582.00 shares of Northwest Natural Holding Co(NWN), totaling $3.27 Mil. This investment constitutes 5.51% of their stock portfolio, and Series Portfolios Trust now holds 0.19% of the outstanding Northwest Natural Holding Co(NWN) stock.
The initial trade took place in 2024Q1. And since then Palm Valley Capital Fund has made 3 purchases of NWN, at an average price of $37.35, for a total of 105,297.00 shares. In addition, there have been 2 sales at an average price of $40.79 for 28,715.00 shares. Based on historical transaction data and NWN's current price of $41.03, Palm Valley Capital Fund's estimated gain on his NWN holdings is $380,783.26, reflecting a 9.68% gain to date.
Palm Valley Capital Fund NWN ($41.03) Holding Chart
Palm Valley Capital Fund NWN ($41.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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