GC Wealth Management RIA’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Buy |
19,624
+988
| +5% | +$14K | 0.02% | 454 |
|
2025
Q1 | $222K | Sell |
18,636
-12,896
| -41% | -$154K | 0.04% | 289 |
|
2024
Q4 | $321K | Sell |
31,532
-4,352
| -12% | -$44.3K | 0.06% | 230 |
|
2024
Q3 | $336K | Sell |
35,884
-10,174
| -22% | -$95.2K | 0.06% | 238 |
|
2024
Q2 | $370K | Buy |
46,058
+18,995
| +70% | +$153K | 0.07% | 203 |
|
2024
Q1 | $184K | Buy |
27,063
+6,969
| +35% | +$47.4K | 0.04% | 268 |
|
2023
Q4 | $113K | Buy |
+20,094
| New | +$113K | 0.05% | 219 |
|