Financial Counselors 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 | – | Sell |
-27,874
| Closed | -$332K | – | 375 |
|
|
2025
Q1 | $332K | Sell |
27,874
-11,456
| -29% | -$137K | 0.01% | 479 |
|
|
2024
Q4 | $400K | Buy |
39,330
+210
| +0.5% | +$2.14K | 0.01% | 447 |
|
|
2024
Q3 | $366K | Buy |
39,120
+3,567
| +10% | +$33.4K | 0.01% | 476 |
|
|
2024
Q2 | $285K | Buy |
35,553
+4,861
| +16% | +$39K | ﹤0.01% | 502 |
|
|
2024
Q1 | $209K | Hold |
30,692
| – | – | ﹤0.01% | 553 |
|
|
2023
Q4 | $173K | Buy |
30,692
+732
| +2% | +$4.12K | ﹤0.01% | 560 |
|
|
2023
Q3 | $175K | Buy |
29,960
+976
| +3% | +$5.69K | ﹤0.01% | 543 |
|
|
2023
Q2 | $177K | Hold |
28,984
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $191K | Buy |
28,984
+16,707
| +136% | +$110K | ﹤0.01% | 486 |
|
|
2022
Q4 | $79K | Buy |
+12,277
| New | +$79K | ﹤0.01% | 499 |
|