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