B. Riley Wealth Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $160K | Buy |
15,708
+442
| +3% | +$4.5K | 0.01% | 1058 |
|
|
2024
Q3 | $138K | Buy |
15,266
+541
| +4% | +$4.9K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $118K | Sell |
14,725
-4,304
| -23% | -$34.6K | ﹤0.01% | 1301 |
|
|
2024
Q1 | $111K | Buy |
19,029
+6,910
| +57% | +$40.3K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $69.9K | Sell |
12,119
-6,910
| -36% | -$39.9K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $111K | Buy |
19,029
+8,193
| +76% | +$47.8K | ﹤0.01% | 1349 |
|
|
2023
Q2 | $66.3K | Buy |
10,836
+126
| +1% | +$771 | ﹤0.01% | 1466 |
|
|
2023
Q1 | $73.1K | Buy |
+10,710
| New | +$73.1K | ﹤0.01% | 1415 |
|
|
2022
Q3 | – | Sell |
-10,097
| Closed | -$60K | – | 1503 |
|
|
2022
Q2 | $60K | Buy |
10,097
+508
| +5% | +$3.02K | ﹤0.01% | 1165 |
|
|
2022
Q1 | $60K | Buy |
+9,589
| New | +$60K | ﹤0.01% | 1328 |
|
|
2015
Q1 | – | Sell |
-929
| Closed | -$12 | – | 1503 |
|
|
2014
Q4 | $12 | Buy |
+929
| New | +$12 | ﹤0.01% | 2775 |
|
|
2014
Q3 | – | Sell |
-1,857
| Closed | -$22.6K | – | 1469 |
|
|
2014
Q2 | $22.6K | Buy |
+1,857
| New | +$22.6K | 0.01% | 1413 |
|