Berman Capital Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
223
+62
| +39% | +$278 | ﹤0.01% | 1923 |
|
|
2021
Q2 | $0 | Buy |
161
+2
| +1% | – | ﹤0.01% | 1996 |
|
|
2021
Q1 | $0 | Hold |
159
| – | – | ﹤0.01% | 1864 |
|
|
2020
Q4 | $0 | Hold |
159
| – | – | ﹤0.01% | 1783 |
|
|
2020
Q3 | $0 | Sell |
159
-800
| -83% | – | ﹤0.01% | 1725 |
|
|
2020
Q2 | $2K | Sell |
959
-405
| -30% | -$845 | ﹤0.01% | 1298 |
|
|
2020
Q1 | $3K | Buy |
+1,364
| New | +$3K | ﹤0.01% | 1049 |
|
|
2019
Q3 | – | Sell |
-254
| Closed | -$1K | – | 1541 |
|
|
2019
Q2 | $1K | Buy |
254
+11
| +5% | +$43 | ﹤0.01% | 1358 |
|
|
2019
Q1 | $1K | Hold |
243
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q4 | $1K | Buy |
+243
| New | +$1K | ﹤0.01% | 1038 |
|