Covestor’s National Western Life Group, Inc. Class A NWLI Stock Holding History

Covestor’s Portfolio NWLI Stock Details NWLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20	Closed	-$10K	–	2914
2024 Q2	$10K	Sell	20 -1	-5%	-$491	0.01%	1581
2024 Q1	$11K	Sell	21 -46	-69%	-$22.3K	0.01%	1558
2023 Q4	$32K	Buy	67 +11	+20%	+$5.23K	0.02%	1035
2023 Q3	$24K	Sell	56 -9	-14%	-$3.96K	0.02%	1054
2023 Q2	$27K	Buy	65 +41	+171%	+$13.1K	0.02%	1020
2023 Q1	$6K	Sell	24 -7	-23%	-$1.82K	0.01%	1540
2022 Q4	$9K	Sell	31 -1	-3%	-$213	0.01%	1394
2022 Q3	$6K	Buy	32 +2	+7%	+$389	0.01%	1465
2022 Q2	$6K	Sell	30 -2	-6%	-$409	﹤0.01%	1388
2022 Q1	$7K	Buy	32 +9	+39%	+$1.92K	﹤0.01%	1432
2021 Q4	$5K	Buy	+23	New	+$5K	0.01%	1359

Other funds holding NWLI

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Covestor's NWLI Position: Q3 2024 in Review

Covestor sold out of National Western Life Group, Inc. Class A (NWLI) in Q3 2024, closing a stake of 20 shares — an estimated $10K sold.

Covestor first reported a position in NWLI in Q4 2021 and held it in 11 quarters. The position peaked at $32K in Q4 2023. 1 fund tracked by Wall St. Rank holds NWLI as of Q3 2024.

Covestor reported no remaining National Western Life Group, Inc. Class A position as of Q3 2024 after selling out during the quarter.
Covestor sold 20 National Western Life Group, Inc. Class A shares in Q3 2024, an estimated $10K.
Covestor first reported a position in National Western Life Group, Inc. Class A in Q4 2021 and held it in 11 quarters.
Covestor's National Western Life Group, Inc. Class A position peaked at $32K in Q4 2023.
1 fund tracked by Wall St. Rank held National Western Life Group, Inc. Class A as of Q3 2024.

Based on Covestor's 13F filing for Q3 2024, filed 1 Nov 2024.