Raymond James Trust’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $336K | Buy |
35,878
+1,039
| +3% | +$9.73K | 0.01% | 976 |
|
|
2024
Q2 | $280K | Buy |
34,839
+6,456
| +23% | +$51.8K | 0.01% | 1011 |
|
|
2024
Q1 | $193K | Buy |
28,383
+420
| +2% | +$2.86K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $157K | Sell |
27,963
-102
| -0.4% | -$574 | ﹤0.01% | 1163 |
|
|
2023
Q3 | $164K | Buy |
28,065
+646
| +2% | +$3.77K | ﹤0.01% | 1097 |
|
|
2023
Q2 | $167K | Buy |
27,419
+4,423
| +19% | +$26.9K | ﹤0.01% | 1131 |
|
|
2023
Q1 | $151K | Buy |
22,996
+346
| +2% | +$2.27K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $146K | Buy |
22,650
+4,824
| +27% | +$31.1K | ﹤0.01% | 1075 |
|
|
2022
Q3 | $89K | Buy |
17,826
+3,460
| +24% | +$17.3K | ﹤0.01% | 1048 |
|
|
2022
Q2 | $84K | Buy |
+14,366
| New | +$84K | ﹤0.01% | 1063 |
|