Beacon Pointe Advisors’s National Western Life Group, Inc. Class A NWLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,118
| Closed | -$556K | – | 1300 |
|
|
2024
Q2 | $556K | Hold |
1,118
| – | – | 0.01% | 824 |
|
|
2024
Q1 | $550K | Hold |
1,118
| – | – | 0.01% | 872 |
|
|
2023
Q4 | $540K | Hold |
1,118
| – | – | 0.01% | 858 |
|
|
2023
Q3 | $489K | Buy |
+1,118
| New | +$489K | 0.01% | 878 |
|
|
2023
Q2 | – | Sell |
-1,007
| Closed | -$244K | – | 1193 |
|
|
2023
Q1 | $244K | Hold |
1,007
| – | – | ﹤0.01% | 1002 |
|
|
2022
Q4 | $283K | Buy |
+1,007
| New | +$283K | 0.01% | 882 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$210K | – | 1237 |
|
|
2022
Q1 | $210K | Hold |
1,000
| – | – | ﹤0.01% | 1106 |
|
|
2021
Q4 | $214K | Buy |
+1,000
| New | +$214K | 0.01% | 851 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$206K | – | 581 |
|
|
2020
Q4 | $206K | Buy |
+1,000
| New | +$206K | 0.01% | 470 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$203K | – | 441 |
|
|
2020
Q2 | $203K | Buy |
+1,000
| New | +$203K | 0.02% | 371 |
|