180 Wealth Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
3,882
-391
| -9% | -$29.1K | 0.04% | 343 |
|
|
2025
Q1 | $272K | Sell |
4,273
-587
| -12% | -$37.4K | 0.04% | 336 |
|
|
2024
Q4 | $281K | Sell |
4,860
-188
| -4% | -$10.9K | 0.04% | 331 |
|
|
2024
Q3 | $336K | Sell |
5,048
-393
| -7% | -$26.2K | 0.05% | 313 |
|
|
2024
Q2 | $327K | Buy |
5,441
+65
| +1% | +$3.91K | 0.05% | 301 |
|
|
2024
Q1 | $351K | Buy |
5,376
+44
| +0.8% | +$2.87K | 0.06% | 265 |
|
|
2023
Q4 | $346K | Sell |
5,332
-280
| -5% | -$18.2K | 0.07% | 252 |
|
|
2023
Q3 | $325K | Buy |
5,612
+407
| +8% | +$23.6K | 0.07% | 249 |
|
|
2023
Q2 | $336K | Buy |
5,205
+11
| +0.2% | +$711 | 0.07% | 237 |
|
|
2023
Q1 | $338K | Sell |
5,194
-11
| -0.2% | -$715 | 0.08% | 240 |
|
|
2022
Q4 | $320K | Sell |
5,205
-351
| -6% | -$21.6K | 0.08% | 251 |
|
|
2022
Q3 | $269K | Buy |
5,556
+1,389
| +33% | +$67.3K | 0.07% | 264 |
|
|
2022
Q2 | $258K | Buy |
4,167
+773
| +23% | +$47.9K | 0.07% | 291 |
|
|
2022
Q1 | $237K | Buy |
3,394
+103
| +3% | +$7.19K | 0.05% | 319 |
|
|
2021
Q4 | $221K | Buy |
+3,291
| New | +$221K | 0.05% | 334 |
|
|
2020
Q4 | – | Sell |
-5,648
| Closed | -$307K | – | 316 |
|
|
2020
Q3 | $307K | Buy |
5,648
+244
| +5% | +$13.3K | 0.12% | 178 |
|
|
2020
Q2 | $272K | Sell |
5,404
-159
| -3% | -$8K | 0.11% | 190 |
|
|
2020
Q1 | $271K | Sell |
5,563
-214
| -4% | -$10.4K | 0.14% | 165 |
|
|
2019
Q4 | $323K | Sell |
5,777
-128
| -2% | -$7.16K | 0.13% | 190 |
|
|
2019
Q3 | $295K | Sell |
5,905
-28
| -0.5% | -$1.4K | 0.13% | 194 |
|
|
2019
Q2 | $277K | Buy |
5,933
+69
| +1% | +$3.22K | 0.12% | 191 |
|
|
2019
Q1 | $286K | Buy |
+5,864
| New | +$286K | 0.13% | 198 |
|