Wealthspire Advisors (Maryland)’s Newell Brands NWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,887
| Closed | -$29K | – | 1524 |
|
|
2019
Q1 | $29K | Sell |
1,887
-1,890
| -50% | -$29K | ﹤0.01% | 1125 |
|
|
2018
Q4 | $70K | Sell |
3,777
-287
| -7% | -$5.32K | 0.01% | 727 |
|
|
2018
Q3 | $82K | Sell |
4,064
-587
| -13% | -$11.8K | 0.01% | 768 |
|
|
2018
Q2 | $120K | Buy |
4,651
+314
| +7% | +$8.1K | 0.01% | 628 |
|
|
2018
Q1 | $111K | Sell |
4,337
-392
| -8% | -$10K | 0.01% | 675 |
|
|
2017
Q4 | $146K | Buy |
4,729
+443
| +10% | +$13.7K | 0.01% | 584 |
|
|
2017
Q3 | $183K | Buy |
4,286
+50
| +1% | +$2.14K | 0.02% | 506 |
|
|
2017
Q2 | $227K | Sell |
4,236
-863
| -17% | -$46.2K | 0.03% | 412 |
|
|
2017
Q1 | $241K | Sell |
5,099
-1,028
| -17% | -$48.6K | 0.03% | 341 |
|
|
2016
Q4 | $274K | Buy |
6,127
+998
| +19% | +$44.6K | 0.04% | 300 |
|
|
2016
Q3 | $270K | Buy |
5,129
+130
| +3% | +$6.84K | 0.04% | 302 |
|
|
2016
Q2 | $243K | Buy |
4,999
+4,514
| +931% | +$219K | 0.04% | 313 |
|
|
2016
Q1 | $21K | Hold |
485
| – | – | ﹤0.01% | 960 |
|
|
2015
Q4 | $21K | Buy |
+485
| New | +$21K | ﹤0.01% | 950 |
|