SIP
Stoneridge Investment Partners’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-24,795
| Closed | -$394K | – | 129 |
|
|
2020
Q2 | $394K | Buy |
+24,795
| New | +$394K | 0.17% | 96 |
|
|
2018
Q1 | – | Sell |
-261,148
| Closed | -$8.07M | – | 237 |
|
|
2017
Q4 | $8.07M | Buy |
261,148
+65,244
| +33% | +$2.02M | 1.29% | 20 |
|
|
2017
Q3 | $8.36M | Buy |
+195,904
| New | +$8.36M | 1.31% | 18 |
|
|
2017
Q1 | – | Sell |
-149,579
| Closed | -$6.68M | – | 338 |
|
|
2016
Q4 | $6.68M | Buy |
149,579
+43,259
| +41% | +$1.93M | 0.91% | 18 |
|
|
2016
Q3 | $5.6M | Buy |
+106,320
| New | +$5.6M | 0.81% | 27 |
|