Warren Street Wealth Advisors’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,619
| Closed | -$71.1K | – | 85 |
|
|
2023
Q2 | $71.1K | Sell |
11,619
-8,943
| -43% | -$54.7K | 0.05% | 73 |
|
|
2023
Q1 | $136K | Sell |
20,562
-313
| -1% | -$2.07K | 0.1% | 71 |
|
|
2022
Q4 | $135K | Sell |
20,875
-9,186
| -31% | -$59.4K | 0.11% | 66 |
|
|
2022
Q3 | $150K | Sell |
30,061
-620
| -2% | -$3.09K | 0.15% | 50 |
|
|
2022
Q2 | $180K | Buy |
30,681
+15,479
| +102% | +$90.8K | 0.17% | 55 |
|
|
2022
Q1 | $93K | Buy |
+15,202
| New | +$93K | 0.08% | 56 |
|