OneDigital 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
$603K Buy
42,623
+18,054
+73% +$255K 0.01% 832
2025
Q1
$293K Buy
+24,569
New +$293K ﹤0.01% 1120
2024
Q3
Sell
-10,643
Closed -$85.5K 1455
2024
Q2
$85.5K Buy
+10,643
New +$85.5K ﹤0.01% 1328