JFS Wealth Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9K | Hold |
|
|||||
|
2025
Q1 | $17.6K | Buy |
|
|||||
|
2024
Q4 | $13.7K | Buy |
|
|||||
|
2024
Q3 | $12K | Buy |
|
|||||
|
2024
Q2 | $6.18K | Hold |
|
|||||
|
2024
Q1 | $5.24K | Buy |
|
|||||
|
2023
Q4 | $3.36K | Sell |
|
|||||
|
2023
Q3 | $4.77K | Hold |
|
|||||
|
2023
Q2 | $5.01K | Sell |
|
|||||
|
2023
Q1 | $5.89K | Hold |
|
|||||
|
2022
Q4 | $5.76K | Sell |
|
|||||
|
2022
Q3 | $8K | Sell |
|
|||||
|
2022
Q2 | $22K | Buy |
|
|||||
|
2022
Q1 | $22K | Buy |
|