BSW Wealth Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,764
| Closed | -$72K | – | 273 |
|
|
2023
Q2 | $72K | Sell |
11,764
-413
| -3% | -$2.53K | 0.02% | 272 |
|
|
2023
Q1 | $80.4K | Buy |
12,177
+619
| +5% | +$4.09K | 0.02% | 308 |
|
|
2022
Q4 | $75K | Sell |
11,558
-2,676
| -19% | -$17.4K | 0.02% | 300 |
|
|
2022
Q3 | $71K | Buy |
+14,234
| New | +$71K | 0.02% | 263 |
|