Charles Schwab’s NATL WESTN LIFE INS CO CL A NWLIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-8,421
| Closed | -$1.88M | – | 3152 |
|
|
2015
Q3 | $1.88M | Buy |
8,421
+378
| +5% | +$84.2K | ﹤0.01% | 2106 |
|
|
2015
Q2 | $1.93M | Buy |
8,043
+960
| +14% | +$230K | ﹤0.01% | 2126 |
|
|
2015
Q1 | $1.8M | Buy |
7,083
+1,333
| +23% | +$339K | ﹤0.01% | 2113 |
|
|
2014
Q4 | $1.55M | Sell |
5,750
-178
| -3% | -$48K | ﹤0.01% | 2154 |
|
|
2014
Q3 | $1.47M | Buy |
5,928
+102
| +2% | +$25.2K | ﹤0.01% | 2123 |
|
|
2014
Q2 | $1.45M | Buy |
5,826
+468
| +9% | +$117K | ﹤0.01% | 2151 |
|
|
2014
Q1 | $1.31M | Sell |
5,358
-880
| -14% | -$215K | ﹤0.01% | 2159 |
|
|
2013
Q4 | $1.4M | Buy |
6,238
+344
| +6% | +$76.9K | ﹤0.01% | 2109 |
|
|
2013
Q3 | $1.19M | Buy |
5,894
+594
| +11% | +$120K | ﹤0.01% | 2134 |
|
|
2013
Q2 | $1.03M | Buy |
+5,300
| New | +$1.03M | ﹤0.01% | 2150 |
|