EverSource Wealth Advisors’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
12,290
+6,575
| +115% | +$93K | 0.01% | 917 |
|
|
2025
Q1 | $68.1K | Buy |
5,715
+559
| +11% | +$6.66K | ﹤0.01% | 1080 |
|
|
2024
Q4 | $52.4K | Buy |
5,156
+641
| +14% | +$6.52K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $42.3K | Buy |
4,515
+502
| +13% | +$4.7K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $38.3K | Buy |
4,013
+1,259
| +46% | +$12K | ﹤0.01% | 1216 |
|
|
2024
Q1 | $21.2K | Buy |
2,754
+525
| +24% | +$4.04K | ﹤0.01% | 1330 |
|
|
2023
Q4 | $12.5K | Buy |
2,229
+1,713
| +332% | +$9.64K | ﹤0.01% | 1457 |
|
|
2023
Q3 | $3.01K | Buy |
516
+347
| +205% | +$2.02K | ﹤0.01% | 1886 |
|
|
2023
Q2 | $1.03K | Hold |
169
| – | – | ﹤0.01% | 2211 |
|
|
2023
Q1 | $1.12K | Sell |
169
-301
| -64% | -$1.99K | ﹤0.01% | 2083 |
|
|
2022
Q4 | $3.04K | Sell |
470
-4,096
| -90% | -$26.5K | ﹤0.01% | 1785 |
|
|
2022
Q3 | $23K | Buy |
4,566
+3,253
| +248% | +$16.4K | 0.01% | 856 |
|
|
2022
Q2 | $8K | Sell |
1,313
-37
| -3% | -$225 | ﹤0.01% | 1119 |
|
|
2022
Q1 | $8K | Buy |
1,350
+793
| +142% | +$4.7K | ﹤0.01% | 1084 |
|
|
2021
Q4 | $4K | Buy |
+557
| New | +$4K | ﹤0.01% | 1349 |
|