AssetMark Inc’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
113,955
-4,088
| -3% | -$57.8K | ﹤0.01% | 812 |
|
|
2025
Q1 | $1.41M | Sell |
118,043
-4,656
| -4% | -$55.5K | ﹤0.01% | 799 |
|
|
2024
Q4 | $1.25M | Buy |
122,699
+10,587
| +9% | +$108K | ﹤0.01% | 806 |
|
|
2024
Q3 | $1.05M | Buy |
112,112
+50,419
| +82% | +$472K | ﹤0.01% | 771 |
|
|
2024
Q2 | $495K | Buy |
61,693
+58,913
| +2,119% | +$473K | ﹤0.01% | 874 |
|
|
2024
Q1 | $18.9K | Buy |
+2,780
| New | +$18.9K | ﹤0.01% | 1288 |
|
|
2018
Q1 | – | Sell |
-362
| Closed | -$3K | – | 1803 |
|
|
2017
Q4 | $3K | Buy |
362
+176
| +95% | +$1.46K | ﹤0.01% | 1361 |
|
|
2017
Q3 | $1K | Buy |
+186
| New | +$1K | ﹤0.01% | 1380 |
|