Glassman Wealth Services’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,293
| Closed | -$12.9K | – | 1276 |
|
|
2023
Q4 | $12.9K | Buy |
2,293
+257
| +13% | +$1.45K | ﹤0.01% | 811 |
|
|
2023
Q3 | $11.9K | Sell |
2,036
-231
| -10% | -$1.35K | ﹤0.01% | 805 |
|
|
2023
Q2 | $13.9K | Sell |
2,267
-67
| -3% | -$410 | ﹤0.01% | 723 |
|
|
2023
Q1 | $15.4K | Buy |
2,334
+381
| +20% | +$2.52K | ﹤0.01% | 697 |
|
|
2022
Q4 | $12.6K | Sell |
1,953
-701
| -26% | -$4.53K | ﹤0.01% | 770 |
|
|
2022
Q3 | $13K | Sell |
2,654
-424
| -14% | -$2.08K | ﹤0.01% | 729 |
|
|
2022
Q2 | $18K | Buy |
3,078
+72
| +2% | +$421 | ﹤0.01% | 662 |
|
|
2022
Q1 | $18K | Buy |
3,006
+611
| +26% | +$3.66K | ﹤0.01% | 680 |
|
|
2021
Q4 | $16K | Buy |
2,395
+953
| +66% | +$6.37K | ﹤0.01% | 673 |
|
|
2021
Q3 | $9K | Buy |
1,442
+65
| +5% | +$406 | ﹤0.01% | 798 |
|
|
2021
Q2 | $8K | Buy |
1,377
+236
| +21% | +$1.37K | ﹤0.01% | 808 |
|
|
2021
Q1 | $7K | Sell |
1,141
-86
| -7% | -$528 | ﹤0.01% | 802 |
|
|
2020
Q4 | $6K | Buy |
1,227
+189
| +18% | +$924 | ﹤0.01% | 836 |
|
|
2020
Q3 | $3K | Buy |
1,038
+705
| +212% | +$2.04K | ﹤0.01% | 913 |
|
|
2020
Q2 | $1K | Buy |
333
+228
| +217% | +$685 | ﹤0.01% | 1073 |
|
|
2020
Q1 | $0 | Buy |
105
+73
| +228% | – | ﹤0.01% | 1420 |
|
|
2019
Q4 | $0 | Buy |
+32
| New | – | ﹤0.01% | 1386 |
|