Valeo Financial Advisors’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-104
| Closed | -$2K | – | 1744 |
|
|
2020
Q3 | $2K | Sell |
104
-192
| -65% | -$3.69K | ﹤0.01% | 1371 |
|
|
2020
Q2 | $5K | Buy |
296
+146
| +97% | +$2.47K | ﹤0.01% | 1458 |
|
|
2020
Q1 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1501 |
|
|
2019
Q4 | – | Sell |
-333
| Closed | -$6K | – | 1673 |
|
|
2019
Q3 | $6K | Hold |
333
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q2 | $5K | Hold |
333
| – | – | ﹤0.01% | 1209 |
|
|
2019
Q1 | $5K | Hold |
333
| – | – | ﹤0.01% | 1169 |
|
|
2018
Q4 | $6K | Sell |
333
-801
| -71% | -$14.4K | ﹤0.01% | 1016 |
|
|
2018
Q3 | $18K | Hold |
1,134
| – | – | ﹤0.01% | 796 |
|
|
2018
Q2 | $23K | Buy |
1,134
+216
| +24% | +$4.38K | ﹤0.01% | 722 |
|
|
2018
Q1 | $23K | Buy |
918
+535
| +140% | +$13.4K | ﹤0.01% | 675 |
|
|
2017
Q4 | $12K | Sell |
383
-4
| -1% | -$125 | ﹤0.01% | 791 |
|
|
2017
Q3 | $17K | Buy |
+387
| New | +$17K | ﹤0.01% | 584 |
|