Plante Moran Financial Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-144
| Closed | -$3K | – | 949 |
|
|
2021
Q4 | $3K | Buy |
+144
| New | +$3K | ﹤0.01% | 889 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$14K | – | 991 |
|
|
2021
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 632 |
|
|
2021
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $11K | Hold |
500
| – | – | ﹤0.01% | 616 |
|
|
2020
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 543 |
|
|
2018
Q3 | – | Sell |
-109
| Closed | -$3K | – | 822 |
|
|
2018
Q2 | $3K | Sell |
109
-39
| -26% | -$1.07K | ﹤0.01% | 681 |
|
|
2018
Q1 | $4K | Buy |
148
+86
| +139% | +$2.32K | ﹤0.01% | 758 |
|
|
2017
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 795 |
|
|
2017
Q3 | $3K | Buy |
62
+6
| +11% | +$290 | ﹤0.01% | 703 |
|
|
2017
Q2 | $3K | Buy |
56
+27
| +93% | +$1.45K | ﹤0.01% | 720 |
|
|
2017
Q1 | $1K | Sell |
29
-71
| -71% | -$2.45K | ﹤0.01% | 834 |
|
|
2016
Q4 | $4K | Sell |
100
-866
| -90% | -$34.6K | ﹤0.01% | 764 |
|
|
2016
Q3 | $51K | Buy |
966
+88
| +10% | +$4.65K | 0.03% | 312 |
|
|
2016
Q2 | $43K | Buy |
+878
| New | +$43K | 0.03% | 312 |
|
|
2016
Q1 | – | Sell |
-575
| Closed | -$25K | – | 977 |
|
|
2015
Q4 | $25K | Hold |
575
| – | – | 0.02% | 411 |
|
|
2015
Q3 | $23K | Buy |
+575
| New | +$23K | 0.02% | 360 |
|