Arete 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
$215K Buy
+2,887
New +$215K 0.02% 677
2024
Q1
Sell
-3,097
Closed -$201K 606
2023
Q4
$201K Buy
+3,097
New +$201K 0.02% 681