Wealth Enhancement Advisory Services’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
92,458
+25,626
| +38% | +$344K | ﹤0.01% | 1619 |
|
|
2025
Q1 | $797K | Buy |
66,832
+19,017
| +40% | +$227K | ﹤0.01% | 1723 |
|
|
2024
Q4 | $486K | Sell |
47,815
-10,818
| -18% | -$110K | ﹤0.01% | 1996 |
|
|
2024
Q3 | $549K | Sell |
58,633
-12,709
| -18% | -$119K | ﹤0.01% | 1758 |
|
|
2024
Q2 | $573K | Buy |
71,342
+3,643
| +5% | +$29.3K | ﹤0.01% | 1566 |
|
|
2024
Q1 | $460K | Buy |
67,699
+7,513
| +12% | +$51.1K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $339K | Buy |
60,186
+34,811
| +137% | +$196K | ﹤0.01% | 1735 |
|
|
2023
Q3 | $148K | Buy |
+25,375
| New | +$148K | ﹤0.01% | 2037 |
|