Icon Wealth Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,208
| Closed | -$37K | – | 578 |
|
|
2019
Q1 | $37K | Buy |
+5,208
| New | +$37K | 0.01% | 420 |
|
|
2018
Q3 | – | Sell |
-7,423
| Closed | -$54K | – | 584 |
|
|
2018
Q2 | $54K | Buy |
+7,423
| New | +$54K | 0.02% | 365 |
|
|
2018
Q1 | – | Sell |
-7,537
| Closed | -$62K | – | 584 |
|
|
2017
Q4 | $62K | Buy |
+7,537
| New | +$62K | 0.03% | 360 |
|