Creative Planning’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 |
-617
| Closed | -$307K | – | 3282 |
|
|
2024
Q2 | $307K | Buy |
617
+181
| +42% | +$89.9K | ﹤0.01% | 2318 |
|
|
2024
Q1 | $214K | Sell |
436
-6
| -1% | -$2.95K | ﹤0.01% | 2511 |
|
|
2023
Q4 | $213K | Buy |
+442
| New | +$213K | ﹤0.01% | 2360 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$243 | – | 2732 |
|
|
2023
Q1 | $243 | Buy |
+1
| New | +$243 | ﹤0.01% | 2517 |
|