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Waverly Advisors’s NatWest NWG Stock Holding History

Waverly Advisors’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$213K Buy
15,080
+996
+7% +$14.1K ﹤0.01% 1094
2025
Q1 		$168K Buy
14,084
+1,256
+10% +$15K ﹤0.01% 1069
2024
Q4 		$130K Buy
+12,828
New +$130K ﹤0.01% 956