Atria Wealth Solutions’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
$204K Buy
+2,737
New +$204K ﹤0.01% 1384
2025
Q1
Sell
-4,145
Closed -$239K 1992
2024
Q4
$239K Buy
+4,145
New +$239K ﹤0.01% 1672
2024
Q3
Sell
-3,409
Closed -$201K 1986
2024
Q2
$201K Buy
3,409
+33
+1% +$1.95K ﹤0.01% 1754
2024
Q1
$220K Sell
3,376
-5
-0.1% -$326 ﹤0.01% 1751
2023
Q4
$222K Buy
+3,381
New +$222K ﹤0.01% 1694