DWM
Dorchester Wealth Management’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-163,385
| Closed | -$1.48M | – | 163 |
|
|
2023
Q3 | $1.48M | Sell |
163,385
-6,280
| -4% | -$56.7K | 0.3% | 58 |
|
|
2023
Q2 | $1.48M | Sell |
169,665
-9,965
| -6% | -$86.7K | 0.3% | 57 |
|
|
2023
Q1 | $2.23M | Buy |
179,630
+15,350
| +9% | +$191K | 0.46% | 51 |
|
|
2022
Q4 | $2.15M | Sell |
164,280
-79,938
| -33% | -$1.05M | 0.51% | 50 |
|
|
2022
Q3 | $3.39M | Sell |
244,218
-230
| -0.1% | -$3.2K | 0.75% | 43 |
|
|
2022
Q2 | $4.65M | Buy |
244,448
+9,610
| +4% | +$183K | 0.93% | 39 |
|
|
2022
Q1 | $6.28M | Buy |
234,838
+11,298
| +5% | +$302K | 1.01% | 37 |
|
|
2021
Q4 | $4.88M | Buy |
+223,540
| New | +$4.88M | 0.97% | 40 |
|