Lake Street Advisors Group’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $322K | Buy |
31,617
+332
| +1% | +$3.38K | 0.01% | 426 |
|
|
2024
Q3 | $293K | Buy |
31,285
+134
| +0.4% | +$1.25K | 0.01% | 461 |
|
|
2024
Q2 | $250K | Sell |
31,151
-266
| -0.8% | -$2.14K | 0.01% | 487 |
|
|
2024
Q1 | $223K | Sell |
31,417
-76
| -0.2% | -$539 | 0.01% | 535 |
|
|
2023
Q4 | $177K | Sell |
31,493
-11,345
| -26% | -$63.9K | 0.01% | 549 |
|
|
2023
Q3 | $250K | Buy |
42,838
+4,289
| +11% | +$25K | 0.01% | 236 |
|
|
2023
Q2 | $236K | Sell |
38,549
-34
| -0.1% | -$208 | 0.01% | 233 |
|
|
2023
Q1 | $255K | Sell |
38,583
-1,114
| -3% | -$7.36K | 0.02% | 223 |
|
|
2022
Q4 | $256K | Buy |
39,697
+7,671
| +24% | +$49.5K | 0.02% | 215 |
|
|
2022
Q3 | $160K | Sell |
32,026
-2,505
| -7% | -$12.5K | 0.01% | 227 |
|
|
2022
Q2 | $203K | Buy |
34,531
+1,798
| +5% | +$10.6K | 0.01% | 195 |
|
|
2022
Q1 | $200K | Sell |
32,733
-11
| -0% | -$67 | 0.01% | 197 |
|
|
2021
Q4 | $216K | Sell |
32,744
-100
| -0.3% | -$660 | 0.01% | 191 |
|
|
2021
Q3 | $215K | Buy |
32,844
+917
| +3% | +$6K | 0.02% | 150 |
|
|
2021
Q2 | $210K | Hold |
31,927
| – | – | 0.02% | 302 |
|
|
2021
Q1 | $185K | Buy |
31,927
+303
| +1% | +$1.76K | 0.02% | 314 |
|
|
2020
Q4 | $154K | Buy |
31,624
+774
| +3% | +$3.77K | 0.01% | 302 |
|
|
2020
Q3 | $89K | Sell |
30,850
-21,897
| -42% | -$63.2K | 0.01% | 282 |
|
|
2020
Q2 | $173K | Buy |
+52,747
| New | +$173K | 0.02% | 263 |
|
|
2020
Q1 | – | Sell |
-14,458
| Closed | -$100K | – | 272 |
|
|
2019
Q4 | $100K | Buy |
14,458
+46
| +0.3% | +$318 | 0.01% | 249 |
|
|
2019
Q3 | $79K | Buy |
+14,412
| New | +$79K | 0.01% | 226 |
|
|
2018
Q4 | – | Sell |
-9,815
| Closed | -$69K | – | 215 |
|
|
2018
Q3 | $69K | Sell |
9,815
-2,398
| -20% | -$16.9K | 0.01% | 214 |
|
|
2018
Q2 | $89K | Buy |
12,213
+1,472
| +14% | +$10.7K | 0.01% | 330 |
|
|
2018
Q1 | $86K | Sell |
10,741
-248
| -2% | -$1.99K | 0.01% | 314 |
|
|
2017
Q4 | $90K | Buy |
+10,989
| New | +$90K | 0.01% | 323 |
|