Claro Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,809
| Closed | -$177K | – | 471 |
|
|
2025
Q1 | $177K | Sell |
14,809
-1,090
| -7% | -$13K | 0.02% | 496 |
|
|
2024
Q4 | $162K | Sell |
15,899
-377
| -2% | -$3.83K | 0.02% | 473 |
|
|
2024
Q3 | $152K | Buy |
16,276
+2,220
| +16% | +$20.8K | 0.02% | 499 |
|
|
2024
Q2 | $113K | Buy |
14,056
+250
| +2% | +$2.01K | 0.02% | 423 |
|
|
2024
Q1 | $93.9K | Buy |
13,806
+572
| +4% | +$3.89K | 0.02% | 416 |
|
|
2023
Q4 | $74.5K | Hold |
13,234
| – | – | 0.02% | 382 |
|
|
2023
Q3 | $77.2K | Sell |
13,234
-1,161
| -8% | -$6.77K | 0.02% | 365 |
|
|
2023
Q2 | $88.1K | Buy |
+14,395
| New | +$88.1K | 0.02% | 368 |
|