Jupiter Asset Management’s National Western Life Group, Inc. Class A NWLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,060
| Closed | -$1.34M | – | 554 |
|
|
2023
Q3 | $1.34M | Hold |
3,060
| – | – | 0.01% | 374 |
|
|
2023
Q2 | $1.26M | Hold |
3,060
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $734K | Hold |
3,060
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $854K | Buy |
3,060
+117
| +4% | +$32.7K | 0.01% | 379 |
|
|
2022
Q3 | $503K | Hold |
2,943
| – | – | 0.01% | 434 |
|
|
2022
Q2 | $594K | Sell |
2,943
-47
| -2% | -$9.49K | 0.01% | 477 |
|
|
2022
Q1 | $628K | Hold |
2,990
| – | – | 0.01% | 437 |
|
|
2021
Q4 | $637K | Hold |
2,990
| – | – | 0.01% | 450 |
|
|
2021
Q3 | $629K | Hold |
2,990
| – | – | 0.01% | 455 |
|
|
2021
Q2 | $668K | Hold |
2,990
| – | – | 0.01% | 474 |
|
|
2021
Q1 | $733K | Hold |
2,990
| – | – | 0.01% | 460 |
|
|
2020
Q4 | $617K | Hold |
2,990
| – | – | 0.01% | 495 |
|
|
2020
Q3 | $546K | Buy |
+2,990
| New | +$546K | 0.01% | 502 |
|