Security National Trust’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 368 |
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 386 |
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 387 |
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 429 |
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 418 |
|
2019
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
2019
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 364 |
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 365 |
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 362 |
|
2017
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
2017
Q3 | $9K | Sell |
200
-1,600
| -89% | -$72K | ﹤0.01% | 354 |
|
2017
Q2 | $96K | Sell |
1,800
-1,000
| -36% | -$53.3K | 0.03% | 236 |
|
2017
Q1 | $132K | Hold |
2,800
| – | – | 0.04% | 206 |
|
2016
Q4 | $125K | Sell |
2,800
-200
| -7% | -$8.93K | 0.04% | 208 |
|
2016
Q3 | $158K | Hold |
3,000
| – | – | 0.06% | 185 |
|
2016
Q2 | $146K | Sell |
3,000
-300
| -9% | -$14.6K | 0.05% | 191 |
|
2016
Q1 | $146K | Sell |
3,300
-100
| -3% | -$4.42K | 0.05% | 187 |
|
2015
Q4 | $150K | Hold |
3,400
| – | – | 0.06% | 186 |
|
2015
Q3 | $135K | Sell |
3,400
-200
| -6% | -$7.94K | 0.05% | 196 |
|
2015
Q2 | $148K | Sell |
3,600
-200
| -5% | -$8.22K | 0.05% | 196 |
|
2015
Q1 | $148K | Hold |
3,800
| – | – | 0.05% | 202 |
|
2014
Q4 | $145K | Sell |
3,800
-200
| -5% | -$7.63K | 0.05% | 193 |
|
2014
Q3 | $138K | Sell |
4,000
-300
| -7% | -$10.4K | 0.06% | 190 |
|
2014
Q2 | $133K | Sell |
4,300
-200
| -4% | -$6.19K | 0.05% | 196 |
|
2014
Q1 | $135K | Sell |
4,500
-450
| -9% | -$13.5K | 0.05% | 196 |
|
2013
Q4 | $160K | Hold |
4,950
| – | – | 0.07% | 183 |
|
2013
Q3 | $136K | Hold |
4,950
| – | – | 0.06% | 185 |
|
2013
Q2 | $130K | Buy |
+4,950
| New | +$130K | 0.06% | 182 |
|