Valeo Financial Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $135K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $101K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $60.8K | Sell |
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|
2023
Q3 | $68.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $73.8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $2K | Buy |
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