JFS Wealth 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 | $20.9K | Hold |
1,478
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $17.6K | Buy |
1,478
+135
| +10% | +$1.61K | ﹤0.01% | 695 |
|
|
2024
Q4 | $13.7K | Buy |
1,343
+62
| +5% | +$631 | ﹤0.01% | 762 |
|
|
2024
Q3 | $12K | Buy |
1,281
+511
| +66% | +$4.78K | ﹤0.01% | 795 |
|
|
2024
Q2 | $6.18K | Hold |
770
| – | – | ﹤0.01% | 978 |
|
|
2024
Q1 | $5.24K | Buy |
770
+173
| +29% | +$1.18K | ﹤0.01% | 1081 |
|
|
2023
Q4 | $3.36K | Sell |
597
-221
| -27% | -$1.25K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $4.77K | Hold |
818
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q2 | $5.01K | Sell |
818
-74
| -8% | -$453 | ﹤0.01% | 1000 |
|
|
2023
Q1 | $5.89K | Hold |
892
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $5.76K | Sell |
892
-795
| -47% | -$5.14K | ﹤0.01% | 932 |
|
|
2022
Q3 | $8K | Sell |
1,687
-2,103
| -55% | -$9.97K | ﹤0.01% | 816 |
|
|
2022
Q2 | $22K | Buy |
3,790
+123
| +3% | +$714 | ﹤0.01% | 573 |
|
|
2022
Q1 | $22K | Buy |
+3,667
| New | +$22K | ﹤0.01% | 579 |
|