Whittier Trust’s NatWest NWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.9K | Buy |
4,515
+413
| +10% | +$5.84K | ﹤0.01% | 890 |
|
|
2025
Q1 | $48.9K | Hold |
4,102
| – | – | ﹤0.01% | 935 |
|
|
2024
Q4 | $41.7K | Buy |
+4,102
| New | +$41.7K | ﹤0.01% | 965 |
|
|
2020
Q3 | – | Sell |
-475
| Closed | -$1K | – | 1481 |
|
|
2020
Q2 | $1K | Hold |
475
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q1 | $1K | Buy |
475
+113
| +31% | +$238 | ﹤0.01% | 1406 |
|
|
2019
Q4 | $3K | Hold |
362
| – | – | ﹤0.01% | 1316 |
|
|
2019
Q3 | $2K | Hold |
362
| – | – | ﹤0.01% | 1385 |
|
|
2019
Q2 | $2K | Hold |
362
| – | – | ﹤0.01% | 1232 |
|
|
2019
Q1 | $3K | Hold |
362
| – | – | ﹤0.01% | 1179 |
|
|
2018
Q4 | $2K | Hold |
362
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q3 | $3K | Hold |
362
| – | – | ﹤0.01% | 1164 |
|
|
2018
Q2 | $3K | Hold |
362
| – | – | ﹤0.01% | 1150 |
|
|
2018
Q1 | $3K | Hold |
362
| – | – | ﹤0.01% | 1189 |
|
|
2017
Q4 | $3K | Buy |
+362
| New | +$3K | ﹤0.01% | 1172 |
|
|
2017
Q2 | – | Sell |
-829
| Closed | -$5K | – | 1303 |
|
|
2017
Q1 | $5K | Buy |
+829
| New | +$5K | ﹤0.01% | 1143 |
|