Wellesley Investment Partners’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28K | Buy |
+9,694
| New | +$28K | 0.01% | 103 |
|
|
2020
Q2 | – | Sell |
-9,694
| Closed | -$28K | – | 107 |
|
|
2020
Q1 | $28K | Hold |
9,694
| – | – | 0.01% | 103 |
|
|
2019
Q4 | $67K | Hold |
9,694
| – | – | 0.02% | 120 |
|
|
2019
Q3 | $53K | Hold |
9,694
| – | – | 0.02% | 109 |
|
|
2019
Q2 | $59K | Hold |
9,694
| – | – | 0.02% | 107 |
|
|
2019
Q1 | $68K | Hold |
9,694
| – | – | 0.02% | 120 |
|
|
2018
Q4 | $58K | Hold |
9,694
| – | – | 0.02% | 120 |
|
|
2018
Q3 | $68K | Hold |
9,694
| – | – | 0.02% | 127 |
|
|
2018
Q2 | $70K | Hold |
9,694
| – | – | 0.02% | 130 |
|
|
2018
Q1 | $77K | Buy |
+9,694
| New | +$77K | 0.03% | 129 |
|