Rothschild Investment LLC’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.2K | Buy |
2,132
+134
| +7% | +$1.9K | ﹤0.01% | 909 |
|
|
2025
Q1 | $23.8K | Sell |
1,998
-871
| -30% | -$10.4K | ﹤0.01% | 953 |
|
|
2024
Q4 | $29.2K | Sell |
2,869
-116
| -4% | -$1.18K | ﹤0.01% | 911 |
|
|
2024
Q3 | $27.9K | Buy |
2,985
+230
| +8% | +$2.15K | ﹤0.01% | 922 |
|
|
2024
Q2 | $22.1K | Buy |
2,755
+1,092
| +66% | +$8.77K | ﹤0.01% | 949 |
|
|
2024
Q1 | $11.3K | Buy |
1,663
+1,335
| +407% | +$9.08K | ﹤0.01% | 1034 |
|
|
2023
Q4 | $1.85K | Buy |
+328
| New | +$1.85K | ﹤0.01% | 1156 |
|
|
2015
Q3 | – | Sell |
-47,849
| Closed | -$570K | – | 509 |
|
|
2015
Q2 | $570K | Sell |
47,849
-743
| -2% | -$8.85K | 0.07% | 283 |
|
|
2015
Q1 | $528K | Sell |
48,592
-1,857
| -4% | -$20.2K | 0.06% | 290 |
|
|
2014
Q4 | $658K | Hold |
50,449
| – | – | 0.08% | 248 |
|
|
2014
Q3 | $648K | Sell |
50,449
-3,250
| -6% | -$41.7K | 0.08% | 251 |
|
|
2014
Q2 | $653K | Sell |
53,699
-4,179
| -7% | -$50.8K | 0.08% | 225 |
|
|
2014
Q1 | $647K | Hold |
57,878
| – | – | 0.09% | 225 |
|
|
2013
Q4 | $706K | Sell |
57,878
-1,857
| -3% | -$22.7K | 0.1% | 215 |
|
|
2013
Q3 | $746K | Sell |
59,735
-9,750
| -14% | -$122K | 0.11% | 190 |
|
|
2013
Q2 | $629K | Buy |
+69,485
| New | +$629K | 0.1% | 196 |
|