Integrated Wealth Concepts’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
46,046
+10,696
| +30% | +$151K | 0.01% | 1131 |
|
|
2025
Q1 | $421K | Sell |
35,350
-521
| -1% | -$6.21K | ﹤0.01% | 1226 |
|
|
2024
Q4 | $365K | Buy |
35,871
+1,473
| +4% | +$15K | ﹤0.01% | 1268 |
|
|
2024
Q3 | $322K | Buy |
34,398
+487
| +1% | +$4.56K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $272K | Buy |
33,911
+1,968
| +6% | +$15.8K | ﹤0.01% | 1366 |
|
|
2024
Q1 | $217K | Buy |
31,943
+1,086
| +4% | +$7.39K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $174K | Sell |
30,857
-258,882
| -89% | -$1.46M | ﹤0.01% | 1484 |
|
|
2023
Q3 | $1.69M | Buy |
289,739
+5,935
| +2% | +$34.6K | 0.03% | 506 |
|
|
2023
Q2 | $1.74M | Sell |
283,804
-2,706
| -0.9% | -$16.6K | 0.03% | 515 |
|
|
2023
Q1 | $1.89M | Buy |
+286,510
| New | +$1.89M | 0.04% | 434 |
|