JFS Wealth Advisors’s Newell Brands NWL Stock Holding History

JFS Wealth Advisors’s Portfolio NWL Stock Details NWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02K	Buy	189 +81	+75%	+$438	﹤0.01%	1566
2025 Q1	$670	Sell	108 -302	-74%	-$1.87K	﹤0.01%	1729
2024 Q4	$4.08K	Buy	410 +51	+14%	+$508	﹤0.01%	1199
2024 Q3	$2.76K	Sell	359 -60	-14%	-$461	﹤0.01%	1352
2024 Q2	$2.69K	Buy	419 +79	+23%	+$506	﹤0.01%	1323
2024 Q1	$2.73K	Buy	340 +226	+198%	+$1.82K	﹤0.01%	1328
2023 Q4	$990	Sell	114 -142	-55%	-$1.23K	﹤0.01%	1661
2023 Q3	$2.31K	Sell	256 -200	-44%	-$1.81K	﹤0.01%	1306
2023 Q2	$3.97K	Sell	456 -145	-24%	-$1.26K	﹤0.01%	1104
2023 Q1	$7.48K	Buy	601 +95	+19%	+$1.18K	﹤0.01%	826
2022 Q4	$6.62K	Buy	506 +123	+32%	+$1.61K	﹤0.01%	875
2022 Q3	$5K	Sell	383 -316	-45%	-$4.13K	﹤0.01%	994
2022 Q2	$13K	Buy	699 +160	+30%	+$2.98K	﹤0.01%	701
2022 Q1	$12K	Buy	539 +141	+35%	+$3.14K	﹤0.01%	745
2021 Q4	$9K	Buy	398 +98	+33%	+$2.22K	﹤0.01%	704
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	687
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	468
2021 Q1	$8K	Hold	300	–	–	﹤0.01%	438
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	453
2020 Q3	$5K	Sell	300 -33	-10%	-$550	﹤0.01%	447
2020 Q2	$5K	Buy	333 +244	+274%	+$3.66K	﹤0.01%	431
2020 Q1	$1K	Buy	+89	New	+$1K	﹤0.01%	479
2019 Q4	–	Sell	-157	Closed	-$3K	–	539
2019 Q3	$3K	Buy	+157	New	+$3K	﹤0.01%	433
2018 Q2	–	Sell	-14	Closed	–	–	526
2018 Q1	$0	Buy	+14	New	–	﹤0.01%	560
2016 Q4	–	Sell	-360	Closed	-$19K	–	480
2016 Q3	$19K	Hold	360	–	–	0.01%	331
2016 Q2	$17K	Sell	360 -13	-3%	-$614	﹤0.01%	345
2016 Q1	$17K	Buy	373 +13	+4%	+$592	0.01%	341
2015 Q4	$16K	Hold	360	–	–	﹤0.01%	346
2015 Q3	$14K	Hold	360	–	–	0.01%	309
2015 Q2	$15K	Hold	360	–	–	0.01%	317
2015 Q1	$14K	Hold	360	–	–	0.01%	325
2014 Q4	$14K	Hold	360	–	–	﹤0.01%	334
2014 Q3	$12K	Hold	360	–	–	﹤0.01%	324
2014 Q2	$11K	Buy	+360	New	+$11K	﹤0.01%	321