Institute for Wealth Management’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,292
| Closed | -$31K | – | 432 |
|
|
2020
Q2 | $31K | Buy |
+9,292
| New | +$31K | 0.01% | 426 |
|
|
2019
Q4 | – | Sell |
-9,532
| Closed | -$52K | – | 697 |
|
|
2019
Q3 | $52K | Sell |
9,532
-641
| -6% | -$3.5K | 0.01% | 416 |
|
|
2019
Q2 | $62K | Hold |
10,173
| – | – | 0.01% | 466 |
|
|
2019
Q1 | $71K | Buy |
+10,173
| New | +$71K | 0.02% | 439 |
|
|
2018
Q1 | – | Sell |
-15,145
| Closed | -$125K | – | 354 |
|
|
2017
Q4 | $125K | Buy |
+15,145
| New | +$125K | 0.03% | 372 |
|
|
2017
Q3 | – | Sell |
-14,652
| Closed | -$103K | – | 344 |
|
|
2017
Q2 | $103K | Buy |
+14,652
| New | +$103K | 0.03% | 401 |
|