First Wilshire Securities Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30,111
| Closed | -$5.18M | – | 85 |
|
|
2020
Q1 | $5.18M | Sell |
30,111
-1,311
| -4% | -$225K | 2.91% | 11 |
|
|
2019
Q4 | $9.14M | Sell |
31,422
-776
| -2% | -$226K | 3.43% | 8 |
|
|
2019
Q3 | $8.64M | Buy |
32,198
+19,691
| +157% | +$5.28M | 3.27% | 9 |
|
|
2019
Q2 | $3.21M | Sell |
12,507
-5,513
| -31% | -$1.42M | 1.28% | 28 |
|
|
2019
Q1 | $4.73M | Sell |
18,020
-38
| -0.2% | -$9.97K | 1.61% | 24 |
|
|
2018
Q4 | $5.43M | Sell |
18,058
-234
| -1% | -$70.4K | 2.04% | 19 |
|
|
2018
Q3 | $5.84M | Sell |
18,292
-78
| -0.4% | -$24.9K | 1.72% | 22 |
|
|
2018
Q2 | $5.64M | Buy |
18,370
+57
| +0.3% | +$17.5K | 1.68% | 24 |
|
|
2018
Q1 | $5.58M | Sell |
18,313
-303
| -2% | -$92.4K | 1.55% | 26 |
|
|
2017
Q4 | $6.16M | Sell |
18,616
-591
| -3% | -$196K | 1.69% | 21 |
|
|
2017
Q3 | $6.7M | Sell |
19,207
-311
| -2% | -$109K | 1.9% | 18 |
|
|
2017
Q2 | $6.24M | Sell |
19,518
-273
| -1% | -$87.3K | 1.78% | 19 |
|
|
2017
Q1 | $6.02M | Sell |
19,791
-200
| -1% | -$60.8K | 1.74% | 19 |
|
|
2016
Q4 | $6.21M | Sell |
19,991
-523
| -3% | -$163K | 1.78% | 19 |
|
|
2016
Q3 | $4.21M | Sell |
20,514
-273
| -1% | -$56.1K | 1.26% | 29 |
|
|
2016
Q2 | $4.06M | Sell |
20,787
-282
| -1% | -$55.1K | 1.31% | 26 |
|
|
2016
Q1 | $4.86M | Sell |
21,069
-9,384
| -31% | -$2.16M | 1.61% | 23 |
|
|
2015
Q4 | $7.67M | Buy |
+30,453
| New | +$7.67M | 2.15% | 17 |
|