Carson Wealth (CWM LLC)’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Sell |
3,571
-272
| -7% | -$3.89K | ﹤0.01% | 3260 |
|
|
2025
Q1 | $46K | Sell |
3,843
-396
| -9% | -$4.74K | ﹤0.01% | 3047 |
|
|
2024
Q4 | $43K | Sell |
4,239
-210
| -5% | -$2.13K | ﹤0.01% | 2916 |
|
|
2024
Q3 | $42K | Buy |
4,449
+603
| +16% | +$5.69K | ﹤0.01% | 2821 |
|
|
2024
Q2 | $31K | Buy |
3,846
+755
| +24% | +$6.09K | ﹤0.01% | 2816 |
|
|
2024
Q1 | $21K | Buy |
3,091
+632
| +26% | +$4.29K | ﹤0.01% | 2882 |
|
|
2023
Q4 | $14K | Sell |
2,459
-38
| -2% | -$216 | ﹤0.01% | 2991 |
|
|
2023
Q3 | $15K | Buy |
2,497
+352
| +16% | +$2.12K | ﹤0.01% | 2881 |
|
|
2023
Q2 | $13K | Sell |
2,145
-86
| -4% | -$521 | ﹤0.01% | 2923 |
|
|
2023
Q1 | $15K | Sell |
2,231
-575
| -20% | -$3.87K | ﹤0.01% | 2701 |
|
|
2022
Q4 | $18K | Buy |
2,806
+847
| +43% | +$5.43K | ﹤0.01% | 2449 |
|
|
2022
Q3 | $10K | Buy |
1,959
+1,608
| +458% | +$8.21K | ﹤0.01% | 2687 |
|
|
2022
Q2 | $2K | Sell |
351
-1,527
| -81% | -$8.7K | ﹤0.01% | 3369 |
|
|
2022
Q1 | $11K | Sell |
1,878
-58
| -3% | -$340 | ﹤0.01% | 2424 |
|
|
2021
Q4 | $13K | Buy |
+1,936
| New | +$13K | ﹤0.01% | 2207 |
|
|
2018
Q2 | – | Sell |
-77
| Closed | -$1K | – | 1742 |
|
|
2018
Q1 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 1302 |
|