Mount Yale Investment 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	$773K	Buy	54,642 +3,108	+6%	+$44K	0.06%	253
2025 Q1	$614K	Sell	51,534 -11,892	-19%	-$142K	0.05%	286
2024 Q4	$645K	Sell	63,426 -36,342	-36%	-$370K	0.05%	299
2024 Q3	$934K	Buy	99,768 +83,149	+500%	+$778K	0.09%	210
2024 Q2	$133K	Buy	+16,619	New	+$133K	0.01%	523