Aviance Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,660
| Closed | -$1.08M | – | 212 |
|
|
2016
Q1 | $1.08M | Sell |
4,660
-771
| -14% | -$178K | 0.37% | 73 |
|
|
2015
Q4 | $1.37M | Sell |
5,431
-14
| -0.3% | -$3.53K | 0.47% | 56 |
|
|
2015
Q3 | $1.21M | Buy |
5,445
+1,946
| +56% | +$434K | 0.5% | 60 |
|
|
2015
Q2 | $838K | Buy |
3,499
+69
| +2% | +$16.5K | 0.31% | 99 |
|
|
2015
Q1 | $872K | Sell |
3,430
-151
| -4% | -$38.4K | 0.32% | 93 |
|
|
2014
Q4 | $964K | Buy |
3,581
+145
| +4% | +$39K | 0.36% | 74 |
|
|
2014
Q3 | $849K | Hold |
3,436
| – | – | 0.32% | 92 |
|
|
2014
Q2 | $857K | Buy |
3,436
+459
| +15% | +$114K | 0.33% | 92 |
|
|
2014
Q1 | $728K | Buy |
+2,977
| New | +$728K | 0.31% | 102 |
|