Wealthspire Advisors (Maryland)’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,529
| Closed | -$11K | – | 1522 |
|
|
2019
Q1 | $11K | Sell |
1,529
-191
| -11% | -$1.37K | ﹤0.01% | 1495 |
|
|
2018
Q4 | $10K | Buy |
1,720
+765
| +80% | +$4.45K | ﹤0.01% | 1470 |
|
|
2018
Q3 | $7K | Sell |
955
-418
| -30% | -$3.06K | ﹤0.01% | 1668 |
|
|
2018
Q2 | $10K | Buy |
1,373
+134
| +11% | +$976 | ﹤0.01% | 1546 |
|
|
2018
Q1 | $10K | Buy |
1,239
+216
| +21% | +$1.74K | ﹤0.01% | 1578 |
|
|
2017
Q4 | $8K | Buy |
1,023
+219
| +27% | +$1.71K | ﹤0.01% | 1682 |
|
|
2017
Q3 | $6K | Sell |
804
-26
| -3% | -$194 | ﹤0.01% | 1744 |
|
|
2017
Q2 | $6K | Buy |
830
+26
| +3% | +$188 | ﹤0.01% | 1716 |
|
|
2017
Q1 | $5K | Buy |
804
+604
| +302% | +$3.76K | ﹤0.01% | 1521 |
|
|
2016
Q4 | $1K | Sell |
200
-717
| -78% | -$3.59K | ﹤0.01% | 1663 |
|
|
2016
Q3 | $5K | Buy |
917
+655
| +250% | +$3.57K | ﹤0.01% | 1397 |
|
|
2016
Q2 | $1K | Sell |
262
-378
| -59% | -$1.44K | ﹤0.01% | 1619 |
|
|
2016
Q1 | $4K | Buy |
640
+378
| +144% | +$2.36K | ﹤0.01% | 1401 |
|
|
2015
Q4 | $3K | Buy |
+262
| New | +$3K | ﹤0.01% | 1470 |
|