Geneos Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-316
| Closed | -$65K | – | 2664 |
|
2022
Q2 | $65K | Hold |
316
| – | – | ﹤0.01% | 1174 |
|
2022
Q1 | $66K | Hold |
316
| – | – | ﹤0.01% | 1253 |
|
2021
Q4 | $67K | Hold |
316
| – | – | ﹤0.01% | 1347 |
|
2021
Q3 | $67K | Hold |
316
| – | – | ﹤0.01% | 1352 |
|
2021
Q2 | $72K | Hold |
316
| – | – | ﹤0.01% | 1313 |
|
2021
Q1 | $72K | Hold |
316
| – | – | ﹤0.01% | 1441 |
|
2020
Q4 | $77K | Hold |
316
| – | – | ﹤0.01% | 1253 |
|
2020
Q3 | $57K | Hold |
316
| – | – | ﹤0.01% | 1197 |
|
2020
Q2 | $57K | Hold |
316
| – | – | ﹤0.01% | 1163 |
|
2020
Q1 | $54K | Hold |
316
| – | – | ﹤0.01% | 1084 |
|
2019
Q4 | $91K | Hold |
316
| – | – | ﹤0.01% | 983 |
|
2019
Q3 | $86K | Hold |
316
| – | – | 0.01% | 949 |
|
2019
Q2 | $81K | Hold |
316
| – | – | 0.01% | 987 |
|
2019
Q1 | $82K | Hold |
316
| – | – | 0.01% | 936 |
|
2018
Q4 | $93K | Hold |
316
| – | – | 0.01% | 862 |
|
2018
Q3 | $100K | Hold |
316
| – | – | 0.01% | 882 |
|
2018
Q2 | $97K | Hold |
316
| – | – | 0.01% | 799 |
|
2018
Q1 | $96K | Hold |
316
| – | – | 0.01% | 767 |
|
2017
Q4 | $104K | Hold |
316
| – | – | 0.01% | 735 |
|
2017
Q3 | $110K | Hold |
316
| – | – | 0.01% | 671 |
|
2017
Q2 | $100K | Hold |
316
| – | – | 0.01% | 678 |
|
2017
Q1 | $96K | Hold |
316
| – | – | 0.01% | 673 |
|
2016
Q4 | $98K | Hold |
316
| – | – | 0.01% | 624 |
|
2016
Q3 | $64K | Hold |
316
| – | – | 0.01% | 730 |
|
2016
Q2 | $61K | Hold |
316
| – | – | 0.01% | 737 |
|
2016
Q1 | $73K | Buy |
+316
| New | +$73K | 0.01% | 678 |
|