Financial Engines Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-10,018
| Closed | -$427K | – | 224 |
|
2017
Q3 | $427K | Sell |
10,018
-787
| -7% | -$33.5K | 0.01% | 48 |
|
2017
Q2 | $579K | Sell |
10,805
-350
| -3% | -$18.8K | 0.03% | 41 |
|
2017
Q1 | $526K | Sell |
11,155
-4,506
| -29% | -$212K | 0.02% | 44 |
|
2016
Q4 | $699K | Buy |
15,661
+4,208
| +37% | +$188K | 0.03% | 41 |
|
2016
Q3 | $603K | Sell |
11,453
-302
| -3% | -$15.9K | 0.48% | 34 |
|
2016
Q2 | $571K | Sell |
11,755
-1,624
| -12% | -$78.9K | 0.48% | 31 |
|
2016
Q1 | $593K | Buy |
13,379
+900
| +7% | +$39.9K | 0.49% | 30 |
|
2015
Q4 | $550K | Sell |
12,479
-1,397
| -10% | -$61.6K | 0.44% | 34 |
|
2015
Q3 | $551K | Sell |
13,876
-1,165
| -8% | -$46.3K | 0.39% | 33 |
|
2015
Q2 | $618K | Sell |
15,041
-2,308
| -13% | -$94.8K | 0.37% | 36 |
|
2015
Q1 | $661K | Sell |
17,349
-2,064
| -11% | -$78.6K | 0.56% | 31 |
|
2014
Q4 | $739K | Sell |
19,413
-74,259
| -79% | -$2.83M | 0.63% | 31 |
|
2014
Q3 | $3.22M | Buy |
+93,672
| New | +$3.22M | 2.49% | 15 |
|