AWA
Aaron Wealth Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
6,930
+770
| +13% | +$57.3K | 0.05% | 224 |
|
|
2025
Q1 | $404K | Buy |
6,160
+318
| +5% | +$20.9K | 0.05% | 262 |
|
|
2024
Q4 | $347K | Buy |
5,842
+481
| +9% | +$28.6K | 0.04% | 285 |
|
|
2024
Q3 | $374K | Buy |
+5,361
| New | +$374K | 0.04% | 249 |
|
|
2024
Q2 | – | Sell |
-6,355
| Closed | -$434K | – | 337 |
|
|
2024
Q1 | $434K | Buy |
6,355
+2,427
| +62% | +$166K | 0.06% | 171 |
|
|
2023
Q4 | $267K | Buy |
3,928
+127
| +3% | +$8.64K | 0.04% | 202 |
|
|
2023
Q3 | $230K | Buy |
+3,801
| New | +$230K | 0.03% | 228 |
|
|
2022
Q2 | – | Sell |
-76,101
| Closed | -$990K | – | 613 |
|
|
2022
Q1 | $990K | Buy |
+76,101
| New | +$990K | 0.01% | 361 |
|