Beacon Investment Advisory Services’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,330
| Closed | -$193K | – | 277 |
|
|
2023
Q3 | $193K | Buy |
21,330
+219
| +1% | +$1.98K | 0.01% | 268 |
|
|
2023
Q2 | $184K | Buy |
21,111
+2
| +0% | +$17 | 0.01% | 273 |
|
|
2023
Q1 | $263K | Buy |
+21,109
| New | +$263K | 0.01% | 241 |
|
|
2022
Q3 | – | Sell |
-24,676
| Closed | -$470K | – | 284 |
|
|
2022
Q2 | $470K | Sell |
24,676
-65
| -0.3% | -$1.24K | 0.02% | 196 |
|
|
2022
Q1 | $530K | Sell |
24,741
-96
| -0.4% | -$2.06K | 0.02% | 201 |
|
|
2021
Q4 | $542K | Buy |
24,837
+12,920
| +108% | +$282K | 0.02% | 208 |
|
|
2021
Q3 | $264K | Buy |
11,917
+254
| +2% | +$5.63K | 0.01% | 264 |
|
|
2021
Q2 | $320K | Buy |
+11,663
| New | +$320K | 0.01% | 254 |
|