Avantax Advisory Services’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.88M Buy
203,335
+30,840
+18% +$436K 0.02% 636
2025
Q1
$2.06M Buy
172,495
+153,136
+791% +$1.83M 0.01% 724
2024
Q4
$197K Buy
19,359
+6,335
+49% +$64.4K ﹤0.01% 2057
2024
Q3
$122K Buy
13,024
+129
+1% +$1.21K ﹤0.01% 2059
2024
Q2
$104K Buy
+12,895
New +$104K ﹤0.01% 2011