Advocacy Wealth Management Services’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-170
| Closed | -$12K | – | 359 |
|
|
2016
Q3 | $12K | Sell |
170
-16
| -9% | -$1.13K | ﹤0.01% | 254 |
|
|
2016
Q2 | $14K | Sell |
186
-856
| -82% | -$64.4K | 0.01% | 276 |
|
|
2016
Q1 | $73K | Sell |
1,042
-634
| -38% | -$44.4K | 0.05% | 150 |
|
|
2015
Q4 | $114K | Buy |
+1,676
| New | +$114K | 0.13% | 112 |
|
|
2013
Q3 | $163K | Buy |
2,818
+357
| +15% | +$20.7K | 0.45% | 45 |
|
|
2013
Q2 | $136K | Buy |
+2,461
| New | +$136K | 0.54% | 56 |
|