Valeo Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
12,179
+812
| +7% | +$11.5K | ﹤0.01% | 717 |
|
|
2025
Q1 | $135K | Buy |
11,367
+390
| +4% | +$4.65K | ﹤0.01% | 648 |
|
|
2024
Q4 | $112K | Buy |
10,977
+160
| +1% | +$1.63K | ﹤0.01% | 664 |
|
|
2024
Q3 | $101K | Buy |
+10,817
| New | +$101K | ﹤0.01% | 667 |
|
|
2024
Q1 | – | Sell |
-10,807
| Closed | -$60.8K | – | 663 |
|
|
2023
Q4 | $60.8K | Sell |
10,807
-893
| -8% | -$5.03K | ﹤0.01% | 620 |
|
|
2023
Q3 | $68.2K | Buy |
+11,700
| New | +$68.2K | ﹤0.01% | 598 |
|
|
2023
Q2 | – | Sell |
-11,180
| Closed | -$73.8K | – | 630 |
|
|
2023
Q1 | $73.8K | Buy |
+11,180
| New | +$73.8K | ﹤0.01% | 582 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$1K | – | 1637 |
|
|
2018
Q3 | $1K | Hold |
220
| – | – | ﹤0.01% | 1642 |
|
|
2018
Q2 | $1K | Hold |
220
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q1 | $2K | Buy |
+220
| New | +$2K | ﹤0.01% | 1338 |
|