OneAscent Financial Services’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
+10,692
| New | +$149K | 0.01% | 518 |
|
|
2025
Q1 | – | Sell |
-12,211
| Closed | -$124K | – | 511 |
|
|
2024
Q4 | $124K | Buy |
12,211
+926
| +8% | +$9.4K | 0.01% | 465 |
|
|
2024
Q3 | $106K | Buy |
+11,285
| New | +$106K | 0.08% | 179 |
|
|
2024
Q2 | – | Sell |
-11,003
| Closed | -$75K | – | 333 |
|
|
2024
Q1 | $75K | Buy |
+11,003
| New | +$75K | 0.01% | 377 |
|