PDS Planning’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Buy |
13,090
+2,013
| +18% | +$28.5K | 0.01% | 487 |
|
|
2025
Q1 | $132K | Buy |
+11,077
| New | +$132K | 0.01% | 454 |
|
|
2022
Q3 | – | Sell |
-9,708
| Closed | -$57K | – | 225 |
|
|
2022
Q2 | $57K | Buy |
9,708
+142
| +1% | +$834 | 0.01% | 209 |
|
|
2022
Q1 | $59K | Hold |
9,566
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $63K | Sell |
9,566
-3,523
| -27% | -$23.2K | 0.01% | 213 |
|
|
2021
Q3 | $86K | Buy |
13,089
+842
| +7% | +$5.53K | 0.02% | 200 |
|
|
2021
Q2 | $74K | Buy |
+12,247
| New | +$74K | 0.02% | 191 |
|