Gideon Capital Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,638
| Closed | -$204K | – | 208 |
|
|
2015
Q4 | $204K | Sell |
4,638
-3,986
| -46% | -$175K | 0.15% | 180 |
|
|
2015
Q3 | $342K | Buy |
+8,624
| New | +$342K | 0.2% | 153 |
|
|
2014
Q3 | – | Sell |
-7,008
| Closed | -$217K | – | 340 |
|
|
2014
Q2 | $217K | Buy |
+7,008
| New | +$217K | 0.08% | 226 |
|
|
2014
Q1 | – | Sell |
-9,292
| Closed | -$301K | – | 264 |
|
|
2013
Q4 | $301K | Buy |
+9,292
| New | +$301K | 0.18% | 143 |
|