Envestnet Portfolio Solutions’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$874K Buy
61,736
+9,464
+18% +$134K ﹤0.01% 844
2025
Q1
$623K Sell
52,272
-19,720
-27% -$235K ﹤0.01% 961
2024
Q4
$732K Buy
71,992
+6,708
+10% +$68.2K ﹤0.01% 1060
2024
Q3
$611K Buy
65,284
+33,014
+102% +$309K ﹤0.01% 1090
2024
Q2
$259K Buy
32,270
+4,007
+14% +$32.2K ﹤0.01% 1457
2024
Q1
$192K Buy
28,263
+8,595
+44% +$58.4K ﹤0.01% 1570
2023
Q4
$111K Sell
19,668
-4,660
-19% -$26.2K ﹤0.01% 1516
2023
Q3
$142K Buy
+24,328
New +$142K ﹤0.01% 1456