SRC
NWLI
Shufro Rose & Co’s National Western Life Group, Inc. Class A NWLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,170
| Closed | -$284K | – | 324 |
|
|
2023
Q1 | $284K | Hold |
1,170
| – | – | 0.03% | 236 |
|
|
2022
Q4 | $329K | Sell |
1,170
-4,010
| -77% | -$1.13M | 0.03% | 222 |
|
|
2022
Q3 | $885K | Hold |
5,180
| – | – | 0.09% | 116 |
|
|
2022
Q2 | $1.05M | Sell |
5,180
-57
| -1% | -$11.6K | 0.09% | 111 |
|
|
2022
Q1 | $1.1M | Buy |
5,237
+1,717
| +49% | +$361K | 0.09% | 116 |
|
|
2021
Q4 | $755K | Hold |
3,520
| – | – | 0.05% | 143 |
|
|
2021
Q3 | $741K | Sell |
3,520
-1,300
| -27% | -$274K | 0.06% | 134 |
|
|
2021
Q2 | $1.08M | Sell |
4,820
-259
| -5% | -$58.1K | 0.08% | 109 |
|
|
2021
Q1 | $1.27M | Sell |
5,079
-74
| -1% | -$18.4K | 0.1% | 98 |
|
|
2020
Q4 | $1.06M | Sell |
5,153
-25,472
| -83% | -$5.26M | 0.09% | 107 |
|
|
2020
Q3 | $5.6M | Sell |
30,625
-20,524
| -40% | -$3.75M | 0.54% | 45 |
|
|
2020
Q2 | $10.4M | Sell |
51,149
-879
| -2% | -$179K | 1.03% | 28 |
|
|
2020
Q1 | $8.95M | Sell |
52,028
-1,517
| -3% | -$261K | 1.07% | 26 |
|
|
2019
Q4 | $15.6M | Buy |
53,545
+7,006
| +15% | +$2.04M | 1.4% | 25 |
|
|
2019
Q3 | $12.5M | Sell |
46,539
-810
| -2% | -$217K | 1.24% | 28 |
|
|
2019
Q2 | $12.2M | Sell |
47,349
-90
| -0.2% | -$23.1K | 1.18% | 30 |
|
|
2019
Q1 | $12.5M | Sell |
47,439
-333
| -0.7% | -$87.4K | 1.25% | 28 |
|
|
2018
Q4 | $14.4M | Buy |
47,772
+1,247
| +3% | +$375K | 1.59% | 20 |
|
|
2018
Q3 | $14.9M | Buy |
46,525
+3,376
| +8% | +$1.08M | 1.38% | 20 |
|
|
2018
Q2 | $13.3M | Sell |
43,149
-195
| -0.4% | -$59.9K | 1.27% | 23 |
|
|
2018
Q1 | $13.2M | Sell |
43,344
-1,575
| -4% | -$480K | 1.3% | 23 |
|
|
2017
Q4 | $14.9M | Sell |
44,919
-406
| -0.9% | -$134K | 1.46% | 22 |
|
|
2017
Q3 | $15.8M | Sell |
45,325
-391
| -0.9% | -$136K | 1.59% | 18 |
|
|
2017
Q2 | $14.6M | Sell |
45,716
-291
| -0.6% | -$93K | 1.56% | 19 |
|
|
2017
Q1 | $14M | Sell |
46,007
-810
| -2% | -$246K | 1.51% | 19 |
|
|
2016
Q4 | $14.6M | Sell |
46,817
-3,305
| -7% | -$1.03M | 1.62% | 18 |
|
|
2016
Q3 | $10.3M | Buy |
50,122
+2,862
| +6% | +$588K | 1.15% | 24 |
|
|
2016
Q2 | $9.23M | Buy |
47,260
+106
| +0.2% | +$20.7K | 1.02% | 31 |
|
|
2016
Q1 | $10.9M | Sell |
47,154
-1,025
| -2% | -$236K | 1.22% | 25 |
|
|
2015
Q4 | $12.1M | Buy |
+48,179
| New | +$12.1M | 1.4% | 20 |
|