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Carson Advisory’s Newell Brands NWL Stock Holding History

Carson Advisory’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,300
Closed -$89.6K – 158
2023
Q2 		$89.6K Sell
10,300
-900
-8% -$8.95K 0.08% 154
2023
Q1 		$139K Sell
11,200
-12,760
-53% -$180K 0.12% 143
2022
Q4 		$313K Buy
23,960
+6,060
+34% +$82.8K 0.3% 91
2022
Q3 		$249K Sell
17,900
-6,403
-26% -$120K 0.28% 93
2022
Q2 		$463K Sell
24,303
-397
-2% -$8.44K 0.52% 58
2022
Q1 		$529K Buy
24,700
+4,373
+22% +$101K 0.53% 55
2021
Q4 		$444K Buy
+20,327
New +$459K 0.45% 57

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DRZID
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N
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Dimensional Fund Advisors
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Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return