Caldwell Sutter Capital’s National Western Life Group, Inc. Class A NWLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,933
| Closed | -$961K | – | 935 |
|
|
2024
Q2 | $961K | Sell |
1,933
-180
| -9% | -$89.4K | 0.48% | 56 |
|
|
2024
Q1 | $1.04M | Sell |
2,113
-287
| -12% | -$141K | 0.5% | 58 |
|
|
2023
Q4 | $1.16M | Hold |
2,400
| – | – | 0.59% | 49 |
|
|
2023
Q3 | $1.05M | Hold |
2,400
| – | – | 0.58% | 44 |
|
|
2023
Q2 | $997K | Hold |
2,400
| – | – | 0.52% | 48 |
|
|
2023
Q1 | $582K | Hold |
2,400
| – | – | 0.42% | 61 |
|
|
2022
Q4 | $674K | Buy |
+2,400
| New | +$674K | 0.59% | 48 |
|