SDWMA
Schneider Downs Wealth Management Advisors’s Newell Brands NWL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-13,021
| Closed | -$250K | – | 98 |
|
2019
Q4 | $250K | Hold |
13,021
| – | – | 0.07% | 58 |
|
2019
Q3 | $244K | Hold |
13,021
| – | – | 0.08% | 57 |
|
2019
Q2 | $201K | Hold |
13,021
| – | – | 0.07% | 68 |
|
2019
Q1 | $200K | Buy |
+13,021
| New | +$200K | 0.08% | 64 |
|