9258 Wealth Management’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $122K | Hold |
13,016
| – | – | 0.02% | 350 |
|
2024
Q2 | $105K | Buy |
13,016
+2,002
| +18% | +$16.1K | 0.02% | 339 |
|
2024
Q1 | $74.9K | Buy |
+11,014
| New | +$74.9K | 0.01% | 345 |
|
2023
Q4 | – | Sell |
-11,014
| Closed | -$64.2K | – | 331 |
|
2023
Q3 | $64.2K | Hold |
11,014
| – | – | 0.01% | 320 |
|
2023
Q2 | $67.4K | Buy |
+11,014
| New | +$67.4K | 0.01% | 315 |
|