Concert Wealth Management’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-17,895
| Closed | -$107K | – | 346 |
|
2017
Q1 | $107K | Hold |
17,895
| – | – | 0.02% | 471 |
|
2016
Q4 | $107K | Sell |
17,895
-521
| -3% | -$3.12K | 0.02% | 473 |
|
2016
Q3 | $91K | Buy |
18,416
+5,446
| +42% | +$26.9K | 0.01% | 756 |
|
2016
Q2 | $64K | Sell |
12,970
-836
| -6% | -$4.13K | 0.01% | 657 |
|
2016
Q1 | $93K | Buy |
13,806
+1,346
| +11% | +$9.07K | 0.01% | 650 |
|
2015
Q4 | $118K | Buy |
+12,460
| New | +$118K | 0.02% | 643 |
|