WAOTB
Wealth Advisors of Tampa Bay’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-114,774
| Closed | -$2.21M | – | 68 |
|
|
2019
Q4 | $2.21M | Sell |
114,774
-98,231
| -46% | -$1.89M | 2.03% | 23 |
|
|
2019
Q3 | $3.99M | Sell |
213,005
-27,222
| -11% | -$510K | 3.31% | 1 |
|
|
2019
Q2 | $3.7M | Sell |
240,227
-762
| -0.3% | -$11.7K | 2.69% | 8 |
|
|
2019
Q1 | $3.7M | Sell |
240,989
-4,023
| -2% | -$61.7K | 2.68% | 10 |
|
|
2018
Q4 | $4.56M | Buy |
245,012
+40,227
| +20% | +$748K | 3.7% | 3 |
|
|
2018
Q3 | $4.15M | Buy |
+204,785
| New | +$4.15M | 2.91% | 11 |
|