Aperio Group’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-4,291
| Closed | -$956K | – | 2085 |
|
2015
Q3 | $956K | Sell |
4,291
-458
| -10% | -$102K | 0.01% | 995 |
|
2015
Q2 | $1.14M | Sell |
4,749
-671
| -12% | -$161K | 0.01% | 920 |
|
2015
Q1 | $1.38M | Buy |
5,420
+298
| +6% | +$75.8K | 0.02% | 822 |
|
2014
Q4 | $1.38M | Buy |
5,122
+59
| +1% | +$15.9K | 0.02% | 773 |
|
2014
Q3 | $1.25M | Sell |
5,063
-126
| -2% | -$31.1K | 0.02% | 771 |
|
2014
Q2 | $1.29M | Buy |
5,189
+2,332
| +82% | +$582K | 0.02% | 743 |
|
2014
Q1 | $699K | Buy |
+2,857
| New | +$699K | 0.01% | 1181 |
|
2013
Q4 | – | Hold |
0
| – | – | – | 1786 |
|