J.P. Morgan Private Wealth Advisors’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $333K | Buy |
+57,062
| New | +$333K | ﹤0.01% | 1423 |
|
|
2019
Q1 | – | Sell |
-16,298
| Closed | -$98K | – | 1493 |
|
|
2018
Q4 | $98K | Sell |
16,298
-271,559
| -94% | -$1.63M | ﹤0.01% | 1396 |
|
|
2018
Q3 | $2.02M | Hold |
287,857
| – | – | 0.01% | 626 |
|
|
2018
Q2 | $2.11M | Hold |
287,857
| – | – | 0.01% | 593 |
|
|
2018
Q1 | $2.29M | Hold |
287,857
| – | – | 0.02% | 452 |
|
|
2017
Q4 | $2.37M | Hold |
287,857
| – | – | 0.02% | 455 |
|
|
2017
Q3 | $2.26M | Hold |
287,857
| – | – | 0.02% | 441 |
|
|
2017
Q2 | $2.02M | Buy |
+287,857
| New | +$2.02M | 0.02% | 457 |
|