Lyell Wealth Management’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,935
| Closed | -$148K | – | 195 |
|
|
2023
Q1 | $148K | Sell |
11,935
-45,821
| -79% | -$570K | 0.02% | 197 |
|
|
2022
Q4 | $755K | Sell |
57,756
-85,113
| -60% | -$1.11M | 0.12% | 121 |
|
|
2022
Q3 | $1.98M | Sell |
142,869
-10,532
| -7% | -$146K | 0.34% | 83 |
|
|
2022
Q2 | $2.92M | Buy |
153,401
+1,400
| +0.9% | +$26.7K | 0.48% | 73 |
|
|
2022
Q1 | $3.25M | Buy |
152,001
+35,975
| +31% | +$770K | 0.42% | 76 |
|
|
2021
Q4 | $2.53M | Sell |
116,026
-26,766
| -19% | -$585K | 0.29% | 80 |
|
|
2021
Q3 | $3.16M | Buy |
142,792
+10,209
| +8% | +$226K | 0.38% | 76 |
|
|
2021
Q2 | $3.64M | Buy |
132,583
+32,715
| +33% | +$899K | 0.45% | 72 |
|
|
2021
Q1 | $2.67M | Buy |
+99,868
| New | +$2.67M | 0.39% | 75 |
|