Global Retirement Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
+21,085
| New | +$298K | 0.01% | 918 |
|
|
2024
Q4 | $130K | Sell |
12,821
-6,391
| -33% | -$65K | ﹤0.01% | 1145 |
|
|
2024
Q3 | $180K | Buy |
19,212
+15,647
| +439% | +$146K | 0.01% | 951 |
|
|
2024
Q2 | $28.6K | Buy |
3,565
+3,034
| +571% | +$24.4K | ﹤0.01% | 1814 |
|
|
2024
Q1 | $3.61K | Sell |
531
-273
| -34% | -$1.86K | ﹤0.01% | 2531 |
|
|
2023
Q4 | $4.26K | Buy |
804
+253
| +46% | +$1.34K | ﹤0.01% | 2388 |
|
|
2023
Q3 | $3.06K | Hold |
551
| – | – | ﹤0.01% | 2367 |
|
|
2023
Q2 | $3.37K | Hold |
551
| – | – | ﹤0.01% | 2349 |
|
|
2023
Q1 | $3.5K | Buy |
551
+217
| +65% | +$1.38K | ﹤0.01% | 2293 |
|
|
2022
Q4 | $2.16K | Sell |
334
-122
| -27% | -$788 | ﹤0.01% | 2333 |
|
|
2022
Q3 | $2K | Sell |
456
-514
| -53% | -$2.25K | ﹤0.01% | 2275 |
|
|
2022
Q2 | $6K | Hold |
970
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q1 | $6K | Buy |
+970
| New | +$6K | ﹤0.01% | 1831 |
|
|
2021
Q4 | – | Sell |
-431
| Closed | -$3K | – | 1273 |
|
|
2021
Q3 | $3K | Buy |
+431
| New | +$3K | ﹤0.01% | 1762 |
|