SWM
Segment Wealth Management’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-45,842
| Closed | -$2.46M | – | 211 |
|
|
2017
Q2 | $2.46M | Buy |
45,842
+2,832
| +7% | +$152K | 0.68% | 61 |
|
|
2017
Q1 | $2.03M | Buy |
43,010
+3,223
| +8% | +$152K | 0.66% | 63 |
|
|
2016
Q4 | $1.78M | Buy |
39,787
+6,110
| +18% | +$273K | 0.65% | 62 |
|
|
2016
Q3 | $1.77M | Buy |
33,677
+768
| +2% | +$40.4K | 0.7% | 59 |
|
|
2016
Q2 | $1.6M | Sell |
32,909
-3,001
| -8% | -$146K | 0.66% | 56 |
|
|
2016
Q1 | $1.59M | Buy |
+35,910
| New | +$1.59M | 0.59% | 57 |
|