Berman Capital Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Buy |
365
+47
| +15% | +$2.45K | ﹤0.01% | 998 |
|
|
2021
Q2 | $18K | Hold |
318
| – | – | ﹤0.01% | 946 |
|
|
2021
Q1 | $16K | Buy |
318
+50
| +19% | +$2.52K | ﹤0.01% | 866 |
|
|
2020
Q4 | $14K | Buy |
268
+29
| +12% | +$1.52K | ﹤0.01% | 790 |
|
|
2020
Q3 | $12K | Sell |
239
-73
| -23% | -$3.67K | ﹤0.01% | 744 |
|
|
2020
Q2 | $16K | Sell |
312
-366
| -54% | -$18.8K | ﹤0.01% | 611 |
|
|
2020
Q1 | $34K | Buy |
678
+466
| +220% | +$23.4K | 0.01% | 367 |
|
|
2019
Q4 | $11K | Hold |
212
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $10K | Buy |
212
+4
| +2% | +$189 | ﹤0.01% | 719 |
|
|
2019
Q2 | $9K | Buy |
208
+93
| +81% | +$4.02K | ﹤0.01% | 775 |
|
|
2019
Q1 | $5K | Sell |
115
-17
| -13% | -$739 | ﹤0.01% | 868 |
|
|
2018
Q4 | $5K | Buy |
+132
| New | +$5K | ﹤0.01% | 694 |
|