Aevitas Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,535
| Closed | -$76K | – | 246 |
|
|
2019
Q1 | $76K | Buy |
1,535
+6
| +0.4% | +$297 | 0.07% | 153 |
|
|
2018
Q4 | $66K | Sell |
1,529
-1,307
| -46% | -$56.4K | 0.07% | 154 |
|
|
2018
Q3 | $132K | Sell |
2,836
-91
| -3% | -$4.24K | 0.12% | 125 |
|
|
2018
Q2 | $147K | Hold |
2,927
| – | – | 0.14% | 117 |
|
|
2018
Q1 | $148K | Buy |
2,927
+4
| +0.1% | +$202 | 0.15% | 114 |
|
|
2017
Q4 | $154K | Buy |
+2,923
| New | +$154K | 0.15% | 112 |
|