Pinnacle Wealth Planning 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 | $197K | Buy |
13,889
+1,443
| +12% | +$20.4K | 0.03% | 427 |
|
|
2025
Q1 | $148K | Buy |
12,446
+1,411
| +13% | +$16.8K | 0.02% | 371 |
|
|
2024
Q4 | $112K | Sell |
11,035
-485
| -4% | -$4.93K | 0.02% | 366 |
|
|
2024
Q3 | $108K | Sell |
11,520
-6,029
| -34% | -$56.4K | 0.01% | 504 |
|
|
2024
Q2 | $141K | Sell |
17,549
-108
| -0.6% | -$867 | 0.02% | 450 |
|
|
2024
Q1 | $120K | Buy |
17,657
+610
| +4% | +$4.15K | 0.02% | 474 |
|
|
2023
Q4 | $96K | Buy |
17,047
+5,193
| +44% | +$29.2K | 0.02% | 459 |
|
|
2023
Q3 | $69.1K | Buy |
+11,854
| New | +$69.1K | 0.01% | 432 |
|
|
2021
Q1 | – | Sell |
-3,312
| Closed | -$16K | – | 1413 |
|
|
2020
Q4 | $16K | Buy |
+3,312
| New | +$16K | ﹤0.01% | 1237 |
|