SVB Wealth’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,757
| Closed | -$242K | – | 1697 |
|
|
2024
Q4 | $242K | Buy |
+23,757
| New | +$242K | ﹤0.01% | 623 |
|
|
2024
Q3 | – | Sell |
-17,237
| Closed | -$138K | – | 412 |
|
|
2024
Q2 | $138K | Buy |
17,237
+1,085
| +7% | +$8.71K | ﹤0.01% | 698 |
|
|
2024
Q1 | $110K | Buy |
+16,152
| New | +$110K | ﹤0.01% | 811 |
|
|
2023
Q2 | – | Sell |
-10,294
| Closed | -$67.9K | – | 980 |
|
|
2023
Q1 | $67.9K | Buy |
10,294
+246
| +2% | +$1.62K | ﹤0.01% | 962 |
|
|
2022
Q4 | $64.9K | Sell |
10,048
-6,063
| -38% | -$39.2K | ﹤0.01% | 991 |
|
|
2022
Q3 | $80K | Buy |
16,111
+5,636
| +54% | +$28K | ﹤0.01% | 934 |
|
|
2022
Q2 | $62K | Buy |
+10,475
| New | +$62K | ﹤0.01% | 730 |
|