Baldwin Wealth Partners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,377
| Closed | -$75K | – | 546 |
|
|
2020
Q2 | $75K | Hold |
1,377
| – | – | 0.01% | 250 |
|
|
2020
Q1 | $72K | Buy |
1,377
+223
| +19% | +$11.7K | 0.01% | 234 |
|
|
2019
Q4 | $65K | Hold |
1,154
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $56K | Buy |
+1,154
| New | +$56K | 0.01% | 290 |
|
|
2017
Q2 | – | Sell |
-24
| Closed | -$1K | – | 493 |
|
|
2017
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 482 |
|