Congress Asset Management’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-125,001
| Closed | -$3.86M | – | 391 |
|
|
2017
Q4 | $3.86M | Sell |
125,001
-112,824
| -47% | -$3.49M | 0.06% | 196 |
|
|
2017
Q3 | $10.1M | Buy |
237,825
+4,693
| +2% | +$200K | 0.16% | 91 |
|
|
2017
Q2 | $12.5M | Buy |
233,132
+11,943
| +5% | +$640K | 0.22% | 79 |
|
|
2017
Q1 | $10.4M | Buy |
221,189
+140,405
| +174% | +$6.62M | 0.2% | 84 |
|
|
2016
Q4 | $3.61M | Buy |
80,784
+1,292
| +2% | +$57.7K | 0.08% | 170 |
|
|
2016
Q3 | $4.19M | Buy |
+79,492
| New | +$4.19M | 0.09% | 150 |
|