Concord Wealth Partners’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-152
Closed -$1.55K 919
2024
Q4
$1.55K Hold
152
﹤0.01% 736
2024
Q3
$1.42K Buy
+152
New +$1.42K ﹤0.01% 787