Carson Wealth (CWM LLC)’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $83K | Buy |
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|
2025
Q2 | $51K | Sell |
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|
2025
Q1 | $46K | Sell |
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|
2024
Q4 | $43K | Sell |
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|
2024
Q3 | $42K | Buy |
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|
2024
Q2 | $31K | Buy |
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|
2024
Q1 | $21K | Buy |
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|
2023
Q4 | $14K | Sell |
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|
2023
Q3 | $15K | Buy |
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|
2023
Q2 | $13K | Sell |
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|
2023
Q1 | $15K | Sell |
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|
2022
Q4 | $18K | Buy |
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|
2022
Q3 | $10K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $11K | Sell |
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|
2021
Q4 | $13K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Buy |
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