IWA
IVC Wealth Advisors’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,741
| Closed | -$133K | – | 170 |
|
|
2023
Q3 | $133K | Sell |
14,741
-1,001
| -6% | -$9.04K | 0.09% | 145 |
|
|
2023
Q2 | $137K | Buy |
15,742
+1,692
| +12% | +$14.7K | 0.09% | 153 |
|
|
2023
Q1 | $175K | Buy |
14,050
+2,600
| +23% | +$32.3K | 0.12% | 141 |
|
|
2022
Q4 | $150K | Buy |
+11,450
| New | +$150K | 0.11% | 148 |
|