AWM
Activest Wealth Management’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24K | Hold |
124
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $8.15K | Hold |
124
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $7.38K | Hold |
124
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $8.65K | Buy |
124
+11
| +10% | +$767 | ﹤0.01% | 333 |
|
|
2024
Q2 | $6.39K | Hold |
113
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $7.68K | Hold |
113
| – | – | ﹤0.01% | 235 |
|
|
2023
Q4 | $7.65K | Hold |
113
| – | – | ﹤0.01% | 210 |
|
|
2023
Q3 | $6.82K | Hold |
113
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $7.06K | Hold |
113
| – | – | ﹤0.01% | 201 |
|
|
2023
Q1 | $7.59K | Buy |
+113
| New | +$7.59K | ﹤0.01% | 181 |
|
|
2022
Q3 | – | Sell |
-107
| Closed | -$7K | – | 565 |
|
|
2022
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $8K | Buy |
107
+1
| +0.9% | +$75 | 0.01% | 227 |
|
|
2021
Q4 | $8K | Hold |
106
| – | – | ﹤0.01% | 225 |
|
|
2021
Q3 | $6K | Buy |
106
+4
| +4% | +$226 | ﹤0.01% | 271 |
|
|
2021
Q2 | $7K | Hold |
102
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $6K | Buy |
+102
| New | +$6K | ﹤0.01% | 227 |
|