Northwestern Mutual Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-387
| Closed | -$12K | – | 2604 |
|
|
2018
Q1 | $12K | Sell |
387
-563
| -59% | -$17.5K | ﹤0.01% | 1723 |
|
|
2017
Q4 | $29K | Buy |
950
+716
| +306% | +$21.9K | ﹤0.01% | 1384 |
|
|
2017
Q3 | $7K | Sell |
234
-109
| -32% | -$3.26K | ﹤0.01% | 1763 |
|
|
2017
Q2 | $10K | Sell |
343
-465
| -58% | -$13.6K | ﹤0.01% | 1609 |
|
|
2017
Q1 | $22K | Buy |
808
+574
| +245% | +$15.6K | ﹤0.01% | 1307 |
|
|
2016
Q4 | $6K | Buy |
+234
| New | +$6K | ﹤0.01% | 1824 |
|
|
2014
Q2 | – | Sell |
-865
| Closed | -$18K | – | 1498 |
|
|
2014
Q1 | $18K | Buy |
+865
| New | +$18K | ﹤0.01% | 782 |
|