SSWM
Sheets Smith Wealth Management’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-21,050
| Closed | -$898K | – | 329 |
|
|
2017
Q3 | $898K | Hold |
21,050
| – | – | 0.23% | 121 |
|
|
2017
Q2 | $1.13M | Hold |
21,050
| – | – | 0.3% | 91 |
|
|
2017
Q1 | $993K | Hold |
21,050
| – | – | 0.26% | 109 |
|
|
2016
Q4 | $940K | Hold |
21,050
| – | – | 0.26% | 104 |
|
|
2016
Q3 | $1.11M | Hold |
21,050
| – | – | 0.31% | 83 |
|
|
2016
Q2 | $1.02M | Hold |
21,050
| – | – | 0.3% | 96 |
|
|
2016
Q1 | $932K | Sell |
21,050
-1,300
| -6% | -$57.6K | 0.29% | 92 |
|
|
2015
Q4 | $985K | Hold |
22,350
| – | – | 0.3% | 90 |
|
|
2015
Q3 | $888K | Buy |
22,350
+1,100
| +5% | +$43.7K | 0.3% | 89 |
|
|
2015
Q2 | $874K | Sell |
21,250
-3,075
| -13% | -$126K | 0.24% | 124 |
|
|
2015
Q1 | $950K | Hold |
24,325
| – | – | 0.26% | 119 |
|
|
2014
Q4 | $927K | Hold |
24,325
| – | – | 0.24% | 126 |
|
|
2014
Q3 | $837K | Hold |
24,325
| – | – | 0.23% | 137 |
|
|
2014
Q2 | $754K | Hold |
24,325
| – | – | 0.2% | 153 |
|
|
2014
Q1 | $727K | Buy |
24,325
+975
| +4% | +$29.1K | 0.2% | 134 |
|
|
2013
Q4 | $757K | Buy |
+23,350
| New | +$757K | 0.21% | 132 |
|