IFP Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Buy |
1,380
+1,287
| +1,384% | +$18.2K | ﹤0.01% | 2563 |
|
|
2025
Q1 | $1.11K | Sell |
93
-335
| -78% | -$4K | ﹤0.01% | 3310 |
|
|
2024
Q4 | $4.35K | Buy |
428
+398
| +1,327% | +$4.05K | ﹤0.01% | 2838 |
|
|
2024
Q3 | $281 | Sell |
30
-1
| -3% | -$9 | ﹤0.01% | 3190 |
|
|
2024
Q2 | $249 | Hold |
31
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q1 | $211 | Hold |
31
| – | – | ﹤0.01% | 3023 |
|
|
2023
Q4 | $175 | Sell |
31
-223
| -88% | -$1.26K | ﹤0.01% | 2946 |
|
|
2023
Q3 | $1.48K | Buy |
254
+187
| +279% | +$1.09K | ﹤0.01% | 2916 |
|
|
2023
Q2 | $410 | Hold |
67
| – | – | ﹤0.01% | 3223 |
|
|
2023
Q1 | $400 | Sell |
67
-2,365
| -97% | -$14.1K | ﹤0.01% | 3210 |
|
|
2022
Q4 | $16K | Sell |
2,432
-1,651
| -40% | -$10.9K | ﹤0.01% | 3075 |
|
|
2022
Q3 | $13K | Buy |
4,083
+2,812
| +221% | +$8.95K | ﹤0.01% | 3460 |
|
|
2022
Q2 | $5K | Hold |
1,271
| – | – | ﹤0.01% | 3807 |
|
|
2022
Q1 | $5K | Buy |
1,271
+1,235
| +3,431% | +$4.86K | ﹤0.01% | 3807 |
|
|
2021
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 3018 |
|
|
2021
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 3930 |
|
|
2021
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 3840 |
|
|
2020
Q4 | $0 | Hold |
36
| – | – | ﹤0.01% | 3684 |
|
|
2020
Q3 | $0 | Hold |
36
| – | – | ﹤0.01% | 3552 |
|
|
2020
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 3390 |
|
|
2020
Q1 | $0 | Sell |
36
-326
| -90% | – | ﹤0.01% | 3333 |
|
|
2019
Q4 | $2K | Buy |
362
+326
| +906% | +$1.8K | ﹤0.01% | 2521 |
|
|
2019
Q3 | $0 | Buy |
+36
| New | – | ﹤0.01% | 3448 |
|
|
2019
Q1 | – | Sell |
-2,998
| Closed | -$18K | – | 3048 |
|
|
2018
Q4 | $18K | Buy |
2,998
+1,206
| +67% | +$7.24K | ﹤0.01% | 2164 |
|
|
2018
Q3 | $13K | Buy |
1,792
+149
| +9% | +$1.08K | ﹤0.01% | 2671 |
|
|
2018
Q2 | $12K | Sell |
1,643
-795
| -33% | -$5.81K | ﹤0.01% | 2747 |
|
|
2018
Q1 | $20K | Hold |
2,438
| – | – | ﹤0.01% | 2390 |
|
|
2017
Q4 | $20K | Hold |
2,438
| – | – | ﹤0.01% | 2388 |
|
|
2017
Q3 | $19K | Sell |
2,438
-928
| -28% | -$7.23K | ﹤0.01% | 2592 |
|
|
2017
Q2 | $24K | Buy |
3,366
+232
| +7% | +$1.65K | ﹤0.01% | 2450 |
|
|
2017
Q1 | $20K | Sell |
3,134
-10,075
| -76% | -$64.3K | ﹤0.01% | 2486 |
|
|
2016
Q4 | $79K | Buy |
13,209
+1,816
| +16% | +$10.9K | ﹤0.01% | 1590 |
|
|
2016
Q3 | $57K | Buy |
11,393
+8,357
| +275% | +$41.8K | ﹤0.01% | 1719 |
|
|
2016
Q2 | $15K | Buy |
+3,036
| New | +$15K | ﹤0.01% | 2528 |
|
|
2016
Q1 | – | Sell |
-839
| Closed | -$8K | – | 3067 |
|
|
2015
Q4 | $8K | Buy |
+839
| New | +$8K | ﹤0.01% | 2684 |
|