SWM
Sugarloaf Wealth Management’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-122
| Closed | -$980 | – | 678 |
|
|
2024
Q1 | $980 | Sell |
122
-500
| -80% | -$4.02K | ﹤0.01% | 625 |
|
|
2023
Q4 | $5.4K | Hold |
622
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $5.62K | Hold |
622
| – | – | ﹤0.01% | 527 |
|
|
2023
Q2 | $5.41K | Hold |
622
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $7.74K | Hold |
622
| – | – | ﹤0.01% | 499 |
|
|
2022
Q4 | $8.14K | Sell |
622
-2,553
| -80% | -$33.4K | ﹤0.01% | 518 |
|
|
2022
Q3 | $45K | Sell |
3,175
-413
| -12% | -$5.85K | 0.01% | 296 |
|
|
2022
Q2 | $68K | Buy |
3,588
+1,582
| +79% | +$30K | 0.02% | 235 |
|
|
2022
Q1 | $43K | Hold |
2,006
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $44K | Hold |
2,006
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $44K | Hold |
2,006
| – | – | 0.01% | 287 |
|
|
2021
Q2 | $55K | Hold |
2,006
| – | – | 0.02% | 254 |
|
|
2021
Q1 | $54 | Hold |
2,006
| – | – | 0.02% | 259 |
|
|
2020
Q4 | $43K | Hold |
2,006
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $34K | Hold |
2,006
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $32K | Hold |
2,006
| – | – | 0.01% | 291 |
|
|
2020
Q1 | $27K | Hold |
2,006
| – | – | 0.01% | 289 |
|
|
2019
Q4 | $39K | Buy |
+2,006
| New | +$39K | 0.02% | 278 |
|