Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,010
| Closed | -$58.3K | – | 1771 |
|
|
2024
Q4 | $58.3K | Sell |
1,010
-26
| -3% | -$1.5K | ﹤0.01% | 1089 |
|
|
2024
Q3 | $69K | Buy |
1,036
+4
| +0.4% | +$266 | ﹤0.01% | 1004 |
|
|
2024
Q2 | $56K | Sell |
1,032
-821
| -44% | -$44.6K | ﹤0.01% | 1048 |
|
|
2024
Q1 | $121K | Buy |
1,853
+1,832
| +8,724% | +$119K | 0.01% | 882 |
|
|
2023
Q4 | $1.36K | Hold |
21
| – | – | ﹤0.01% | 1347 |
|
|
2023
Q3 | $1.21K | Hold |
21
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q2 | $1.35K | Hold |
21
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q1 | $1.36K | Hold |
21
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q4 | $1.21K | Hold |
21
| – | – | ﹤0.01% | 1105 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1097 |
|
|
2022
Q2 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 1010 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1011 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 965 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 930 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 881 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 855 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 737 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 759 |
|
|
2019
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 840 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 797 |
|