Addison Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101K | Buy |
7,109
+35
| +0.5% | +$495 | 0.03% | 309 |
|
2025
Q1 | $84.3K | Buy |
7,074
+121
| +2% | +$1.44K | 0.02% | 321 |
|
2024
Q4 | $70.7K | Buy |
6,953
+17
| +0.2% | +$173 | 0.02% | 339 |
|
2024
Q3 | $64.9K | Buy |
6,936
+133
| +2% | +$1.25K | 0.02% | 357 |
|
2024
Q2 | $54.6K | Buy |
6,803
+107
| +2% | +$859 | 0.02% | 362 |
|
2024
Q1 | $45.5K | Buy |
6,696
+176
| +3% | +$1.2K | 0.02% | 375 |
|
2023
Q4 | $36.7K | Buy |
6,520
+2,141
| +49% | +$12.1K | 0.01% | 390 |
|
2023
Q3 | $25.5K | Buy |
4,379
+13
| +0.3% | +$76 | 0.01% | 397 |
|
2023
Q2 | $26.7K | Sell |
4,366
-1,644
| -27% | -$10.1K | 0.01% | 380 |
|
2023
Q1 | $39.7K | Buy |
6,010
+17
| +0.3% | +$112 | 0.02% | 325 |
|
2022
Q4 | $38.7K | Buy |
5,993
+1,947
| +48% | +$12.6K | 0.02% | 309 |
|
2022
Q3 | $20K | Buy |
4,046
+2,300
| +132% | +$11.4K | 0.01% | 351 |
|
2022
Q2 | $10K | Sell |
1,746
-1,292
| -43% | -$7.4K | 0.01% | 442 |
|
2022
Q1 | $19K | Buy |
+3,038
| New | +$19K | 0.01% | 402 |
|