First Trust Direct Indexing’s NatWest NWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$300K Sell
2024
Q2
$258K Buy
2024
Q1
$218K Buy
2023
Q4
$172K Sell
2023
Q3
$188K Sell
2023
Q2
$277K Sell
2023
Q1
$310K Buy
2022
Q4
$251K Sell
2022
Q3
$208K Sell
2022
Q2
$264K Buy
2022
Q1
$222K Buy
2021
Q4
$163K Buy
2021
Q3
$152K Buy
2021
Q2
$101K Buy
2021
Q1
Sell
2020
Q4
$3K Buy