Evercore Wealth 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
Q2 | – | Sell |
-8,405
| Closed | -$215K | – | 409 |
|
|
2018
Q1 | $215K | Hold |
8,405
| – | – | 0.01% | 336 |
|
|
2017
Q4 | $260K | Sell |
8,405
-1,255
| -13% | -$38.8K | 0.01% | 325 |
|
|
2017
Q3 | $412K | Sell |
9,660
-325
| -3% | -$13.9K | 0.02% | 273 |
|
|
2017
Q2 | $536K | Buy |
9,985
+503
| +5% | +$27K | 0.02% | 243 |
|
|
2017
Q1 | $447K | Buy |
9,482
+285
| +3% | +$13.4K | 0.02% | 273 |
|
|
2016
Q4 | $410K | Sell |
9,197
-319
| -3% | -$14.2K | 0.02% | 270 |
|
|
2016
Q3 | $501K | Buy |
9,516
+230
| +2% | +$12.1K | 0.02% | 247 |
|
|
2016
Q2 | $451K | Buy |
9,286
+1,221
| +15% | +$59.3K | 0.02% | 250 |
|
|
2016
Q1 | $357K | Hold |
8,065
| – | – | 0.02% | 288 |
|
|
2015
Q4 | $356K | Hold |
8,065
| – | – | 0.02% | 295 |
|
|
2015
Q3 | $321K | Hold |
8,065
| – | – | 0.02% | 320 |
|
|
2015
Q2 | $331K | Hold |
8,065
| – | – | 0.01% | 335 |
|
|
2015
Q1 | $316K | Hold |
8,065
| – | – | 0.01% | 343 |
|
|
2014
Q4 | $308K | Hold |
8,065
| – | – | 0.02% | 308 |
|
|
2014
Q3 | $277K | Hold |
8,065
| – | – | 0.01% | 345 |
|
|
2014
Q2 | $250K | Hold |
8,065
| – | – | 0.01% | 362 |
|
|
2014
Q1 | $241K | Hold |
8,065
| – | – | 0.01% | 348 |
|
|
2013
Q4 | $262K | Sell |
8,065
-153
| -2% | -$4.97K | 0.01% | 340 |
|
|
2013
Q3 | $225K | Buy |
8,218
+153
| +2% | +$4.19K | 0.01% | 388 |
|
|
2013
Q2 | $212K | Buy |
+8,065
| New | +$212K | 0.01% | 389 |
|