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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → NWN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC NWN Position History
Northwest Natural Holding Company • Utilities
Quarters held
5
Latest value
$476K
Q3 2026
Peak value
$526K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $306K |
| Q4 2025 | $341K |
| Q1 2026 | $498K |
| Q2 2026 | $526K |
| Q3 2026 | $476K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $476K | 10.0K | — | — |
| Q2 2026 | $526K | 10.4K | — | — |
| Q1 2026 | $498K | 9.1K | — | — |
| Q4 2025 | $341K | 7.3K | — | — |
| Q3 2025 | $306K | 6.9K | — | — |