Buckingham Strategic Wealth’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,596
| Closed | -$246K | – | 305 |
|
|
2017
Q2 | $246K | Buy |
+4,596
| New | +$246K | 0.06% | 247 |
|
|
2017
Q1 | – | Sell |
-8,039
| Closed | -$359K | – | 266 |
|
|
2016
Q4 | $359K | Hold |
8,039
| – | – | 0.12% | 145 |
|
|
2016
Q3 | $423K | Sell |
8,039
-791
| -9% | -$41.6K | 0.14% | 119 |
|
|
2016
Q2 | $429K | Buy |
8,830
+3,231
| +58% | +$157K | 0.15% | 121 |
|
|
2016
Q1 | $248K | Sell |
5,599
-728
| -12% | -$32.2K | 0.08% | 179 |
|
|
2015
Q4 | $279K | Hold |
6,327
| – | – | 0.09% | 145 |
|
|
2015
Q3 | $251K | Hold |
6,327
| – | – | 0.09% | 155 |
|
|
2015
Q2 | $260K | Sell |
6,327
-1,028
| -14% | -$42.2K | 0.09% | 177 |
|
|
2015
Q1 | $287K | Sell |
7,355
-300
| -4% | -$11.7K | 0.11% | 148 |
|
|
2014
Q4 | $292K | Buy |
7,655
+9
| +0.1% | +$343 | 0.11% | 136 |
|
|
2014
Q3 | $263K | Sell |
7,646
-763
| -9% | -$26.2K | 0.11% | 133 |
|
|
2014
Q2 | $261K | Buy |
8,409
+174
| +2% | +$5.4K | 0.11% | 128 |
|
|
2014
Q1 | $246K | Buy |
8,235
+243
| +3% | +$7.26K | 0.11% | 124 |
|
|
2013
Q4 | $259K | Buy |
7,992
+359
| +5% | +$11.6K | 0.12% | 121 |
|
|
2013
Q3 | $210K | Buy |
+7,633
| New | +$210K | 0.11% | 123 |
|