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Clearstead Advisors’s NatWest NWG Stock Holding History

Clearstead Advisors’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.8K Hold
763
– – ﹤0.01% 1862
2025
Q1 		$9.1K Sell
763
-4,104
-84% -$48.9K ﹤0.01% 1619
2024
Q4 		$49.5K Sell
4,867
-5,768
-54% -$58.7K ﹤0.01% 1161
2024
Q3 		$99.5K Hold
10,635
– – ﹤0.01% 1028
2024
Q2 		$85.4K Buy
+10,635
New +$85.4K ﹤0.01% 1032