Ellevest Inc’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
39,759
-1,958
| -5% | -$27.7K | 0.09% | 173 |
|
|
2025
Q1 | $497K | Sell |
41,717
-2,214
| -5% | -$26.4K | 0.03% | 193 |
|
|
2024
Q4 | $447K | Buy |
43,931
+10,361
| +31% | +$105K | 0.03% | 221 |
|
|
2024
Q3 | $314K | Buy |
33,570
+4,286
| +15% | +$40.1K | 0.02% | 313 |
|
|
2024
Q2 | $235K | Buy |
29,284
+4,041
| +16% | +$32.4K | 0.01% | 355 |
|
|
2024
Q1 | $172K | Buy |
25,243
+11,826
| +88% | +$80.4K | 0.01% | 384 |
|
|
2023
Q4 | $75.5K | Sell |
13,417
-12,912
| -49% | -$72.7K | 0.01% | 381 |
|
|
2023
Q3 | $153K | Buy |
26,329
+5,979
| +29% | +$34.9K | 0.01% | 334 |
|
|
2023
Q2 | $125K | Sell |
20,350
-19,829
| -49% | -$121K | 0.01% | 343 |
|
|
2023
Q1 | $265K | Buy |
40,179
+4,527
| +13% | +$29.9K | 0.02% | 268 |
|
|
2022
Q4 | $230K | Buy |
35,652
+12,437
| +54% | +$80.3K | 0.02% | 272 |
|
|
2022
Q3 | $116K | Sell |
23,215
-7,927
| -25% | -$39.6K | 0.01% | 386 |
|
|
2022
Q2 | $183K | Buy |
31,142
+4,985
| +19% | +$29.3K | 0.02% | 295 |
|
|
2022
Q1 | $160K | Buy |
26,157
+9,032
| +53% | +$55.2K | 0.01% | 343 |
|
|
2021
Q4 | $113K | Buy |
17,125
+16,958
| +10,154% | +$112K | 0.01% | 368 |
|
|
2021
Q3 | $1K | Sell |
167
-464
| -74% | -$2.78K | ﹤0.01% | 1291 |
|
|
2021
Q2 | $4K | Buy |
631
+428
| +211% | +$2.71K | ﹤0.01% | 940 |
|
|
2021
Q1 | $1K | Buy |
+203
| New | +$1K | ﹤0.01% | 1180 |
|
|
2020
Q4 | – | Sell |
-147
| Closed | – | – | 1308 |
|
|
2020
Q3 | $0 | Sell |
147
-2,223
| -94% | – | ﹤0.01% | 1264 |
|
|
2020
Q2 | $8K | Buy |
2,370
+1,661
| +234% | +$5.61K | ﹤0.01% | 658 |
|
|
2020
Q1 | $2K | Buy |
709
+695
| +4,964% | +$1.96K | ﹤0.01% | 783 |
|
|
2019
Q4 | $0 | Buy |
14
+13
| +1,300% | – | ﹤0.01% | 1027 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 569 |
|