J.P. Morgan Private Wealth Advisors’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-12,330
| Closed | -$171K | – | 1979 |
|
|
2022
Q3 | $171K | Buy |
12,330
+1,073
| +10% | +$14.9K | ﹤0.01% | 1833 |
|
|
2022
Q2 | $214K | Sell |
11,257
-1,237
| -10% | -$23.5K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $267K | Buy |
12,494
+118
| +1% | +$2.52K | ﹤0.01% | 1799 |
|
|
2021
Q4 | $270K | Buy |
12,376
+1,973
| +19% | +$43K | ﹤0.01% | 1787 |
|
|
2021
Q3 | $230K | Buy |
+10,403
| New | +$230K | ﹤0.01% | 1797 |
|
|
2021
Q2 | – | Sell |
-7,746
| Closed | -$207K | – | 1926 |
|
|
2021
Q1 | $207K | Buy |
+7,746
| New | +$207K | ﹤0.01% | 1677 |
|
|
2018
Q1 | – | Sell |
-7,178
| Closed | -$222K | – | 1342 |
|
|
2017
Q4 | $222K | Sell |
7,178
-25,552
| -78% | -$790K | ﹤0.01% | 1156 |
|
|
2017
Q3 | $1.4M | Sell |
32,730
-4,055
| -11% | -$173K | 0.01% | 543 |
|
|
2017
Q2 | $1.97M | Sell |
36,785
-19,948
| -35% | -$1.07M | 0.02% | 464 |
|
|
2017
Q1 | $2.68M | Sell |
56,733
-4,613
| -8% | -$218K | 0.02% | 419 |
|
|
2016
Q4 | $2.74M | Buy |
61,346
+8,314
| +16% | +$371K | 0.02% | 380 |
|
|
2016
Q3 | $2.79M | Sell |
53,032
-1,949
| -4% | -$103K | 0.03% | 367 |
|
|
2016
Q2 | $2.67M | Buy |
54,981
+36,141
| +192% | +$1.76M | 0.03% | 379 |
|
|
2016
Q1 | $834K | Buy |
18,840
+3,465
| +23% | +$153K | 0.01% | 598 |
|
|
2015
Q4 | $677K | Buy |
+15,375
| New | +$677K | 0.01% | 614 |
|