Wealth Enhancement Advisory Services
NWG icon

Wealth Enhancement Advisory Services’s NatWest NWG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NWG Stock Details NWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Sell
79,343
-465
-0.6% -$7.47K ﹤0.01% 1831
2026
Q1 		$1.22M Sell
79,808
-34,733
-30% -$577K ﹤0.01% 1678
2025
Q4 		$2.04M Buy
114,541
+12,864
+13% +$204K ﹤0.01% 1510
2025
Q3 		$1.47M Buy
101,677
+9,219
+10% +$130K ﹤0.01% 1631
2025
Q2 		$1.24M Buy
92,458
+25,626
+38% +$339K ﹤0.01% 1625
2025
Q1 		$797K Buy
66,832
+19,017
+40% +$213K ﹤0.01% 1731
2024
Q4 		$486K Sell
47,815
-10,818
-18% -$107K ﹤0.01% 2014
2024
Q3 		$549K Sell
58,633
-12,709
-18% -$113K ﹤0.01% 1770
2024
Q2 		$573K Buy
71,342
+3,643
+5% +$28.3K ﹤0.01% 1567
2024
Q1 		$460K Buy
67,699
+7,513
+12% +$44.6K ﹤0.01% 1631
2023
Q4 		$339K Buy
60,186
+34,811
+137% +$185K ﹤0.01% 1738
2023
Q3 		$148K Buy
+25,375
New +$153K ﹤0.01% 2049

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YIH
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LWAM
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BWM
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LA
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HWAM
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DC
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ONB
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FIC
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