LWAM
Legacy Wealth Asset Management’s NatWest NWG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
76,598
-8,918
| -10% | -$126K | 0.28% | 95 |
|
|
2025
Q1 | $1.02M | Sell |
85,516
-4,588
| -5% | -$54.7K | 0.28% | 91 |
|
|
2024
Q4 | $916K | Sell |
90,104
-3,749
| -4% | -$38.1K | 0.25% | 103 |
|
|
2024
Q3 | $878K | Sell |
93,853
-2,523
| -3% | -$23.6K | 0.24% | 110 |
|
|
2024
Q2 | $774K | Sell |
96,376
-1,292
| -1% | -$10.4K | 0.22% | 123 |
|
|
2024
Q1 | $664K | Buy |
97,668
+2,268
| +2% | +$15.4K | 0.18% | 162 |
|
|
2023
Q4 | $537K | Buy |
+95,400
| New | +$537K | 0.18% | 207 |
|