MWPCG
Measured Wealth Private Client Group’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-67,517
| Closed | -$1.43M | – | 162 |
|
|
2020
Q4 | $1.43M | Buy |
67,517
+13,651
| +25% | +$290K | 0.6% | 31 |
|
|
2020
Q3 | $924K | Buy |
53,866
+9,736
| +22% | +$167K | 0.45% | 38 |
|
|
2020
Q2 | $701K | Buy |
44,130
+23,977
| +119% | +$381K | 0.41% | 41 |
|
|
2020
Q1 | $268K | Sell |
20,153
-3,992
| -17% | -$53.1K | 0.21% | 71 |
|
|
2019
Q4 | $464K | Buy |
24,145
+9,265
| +62% | +$178K | 0.31% | 51 |
|
|
2019
Q3 | $279K | Buy |
+14,880
| New | +$279K | 0.18% | 87 |
|
|
2018
Q4 | – | Sell |
-243
| Closed | -$4K | – | 498 |
|
|
2018
Q3 | $4K | Buy |
+243
| New | +$4K | ﹤0.01% | 721 |
|