Willow Creek Wealth Management’s Newell Brands NWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-16,903
Closed -$147K 140
2023
Q2
$147K Hold
16,903
0.02% 144
2023
Q1
$210K Hold
16,903
0.03% 129
2022
Q4
$221K Hold
16,903
0.04% 122
2022
Q3
$235K Hold
16,903
0.05% 106
2022
Q2
$322K Hold
16,903
0.06% 88
2022
Q1
$362K Hold
16,903
0.07% 78
2021
Q4
$369K Hold
16,903
0.08% 80
2021
Q3
$374K Hold
16,903
0.08% 71
2021
Q2
$464K Hold
16,903
0.11% 56
2021
Q1
$453K Hold
16,903
0.17% 42
2020
Q4
$359K Hold
16,903
0.14% 55
2020
Q3
$290K Hold
16,903
0.12% 57
2020
Q2
$268K Sell
16,903
-4,747
-22% -$75.3K 0.12% 54
2020
Q1
$288K Hold
21,650
0.15% 43
2019
Q4
$416K Hold
21,650
0.19% 41
2019
Q3
$405K Hold
21,650
0.19% 41
2019
Q2
$334K Hold
21,650
0.16% 50
2019
Q1
$332K Hold
21,650
0.17% 47
2018
Q4
$402K Sell
21,650
-2,309
-10% -$42.9K 0.21% 38
2018
Q3
$486K Hold
23,959
0.27% 34
2018
Q2
$618K Sell
23,959
-4,160
-15% -$107K 0.35% 26
2018
Q1
$716K Hold
28,119
0.38% 27
2017
Q4
$869K Sell
28,119
-2,861
-9% -$88.4K 0.57% 13
2017
Q3
$1.32M Hold
30,980
0.86% 10
2017
Q2
$1.66M Sell
30,980
-397
-1% -$21.3K 1.12% 9
2017
Q1
$1.48M Hold
31,377
1.02% 10
2016
Q4
$1.4M Hold
31,377
1.03% 9
2016
Q3
$1.65M Hold
31,377
1.3% 7
2016
Q2
$1.52M Buy
+31,377
New +$1.52M 1.24% 7