B. Riley Wealth Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-32,813
| Closed | -$296K | – | 1540 |
|
|
2024
Q1 | $296K | Buy |
32,813
+21,580
| +192% | +$195K | 0.01% | 1043 |
|
|
2023
Q4 | $97.5K | Sell |
11,233
-21,580
| -66% | -$187K | ﹤0.01% | 1322 |
|
|
2023
Q3 | $296K | Buy |
32,813
+21,329
| +186% | +$193K | 0.01% | 1043 |
|
|
2023
Q2 | $99.9K | Sell |
11,484
-247
| -2% | -$2.15K | ﹤0.01% | 1435 |
|
|
2023
Q1 | $146K | Buy |
+11,731
| New | +$146K | ﹤0.01% | 1339 |
|
|
2021
Q2 | – | Sell |
-50,628
| Closed | -$1.36M | – | 1426 |
|
|
2021
Q1 | $1.36M | Buy |
+50,628
| New | +$1.36M | 0.05% | 404 |
|
|
2020
Q2 | – | Sell |
-12,845
| Closed | -$171K | – | 891 |
|
|
2020
Q1 | $171K | Buy |
12,845
+1,164
| +10% | +$15.5K | 0.01% | 693 |
|
|
2019
Q4 | $225K | Buy |
+11,681
| New | +$225K | 0.02% | 718 |
|
|
2015
Q1 | – | Sell |
-361
| Closed | -$14 | – | 1504 |
|
|
2014
Q4 | $14 | Buy |
+361
| New | +$14 | ﹤0.01% | 2704 |
|
|
2014
Q3 | – | Sell |
-310
| Closed | -$9.61K | – | 1470 |
|
|
2014
Q2 | $9.61K | Buy |
+310
| New | +$9.61K | ﹤0.01% | 1807 |
|