Alpha Cubed Investments’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-93,162
| Closed | -$1.01M | – | 189 |
|
|
2015
Q1 | $1.01M | Buy |
93,162
+53,425
| +134% | +$580K | 0.32% | 80 |
|
|
2014
Q4 | $518K | Sell |
39,737
-35,664
| -47% | -$465K | 0.2% | 97 |
|
|
2014
Q3 | $969K | Sell |
75,401
-131,650
| -64% | -$1.69M | 0.46% | 71 |
|
|
2014
Q2 | $2.52M | Buy |
+207,051
| New | +$2.52M | 1.12% | 26 |
|
|
2014
Q1 | – | Sell |
-44,911
| Closed | -$548K | – | 193 |
|
|
2013
Q4 | $548K | Buy |
+44,911
| New | +$548K | 0.2% | 145 |
|