Beverly Hills Private Wealth’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 | $489K | Sell |
6,567
-264
| -4% | -$19.6K | 0.09% | 179 |
|
|
2025
Q1 | $435K | Sell |
6,831
-194
| -3% | -$12.4K | 0.09% | 193 |
|
|
2024
Q4 | $406K | Sell |
7,025
-2,637
| -27% | -$152K | 0.08% | 198 |
|
|
2024
Q3 | $643K | Sell |
9,662
-1,491
| -13% | -$99.3K | 0.13% | 155 |
|
|
2024
Q2 | $606K | Sell |
11,153
-473
| -4% | -$25.7K | 0.13% | 162 |
|
|
2024
Q1 | $758K | Buy |
11,626
+1,170
| +11% | +$76.3K | 0.18% | 127 |
|
|
2023
Q4 | $680K | Sell |
10,456
-361
| -3% | -$23.5K | 0.18% | 127 |
|
|
2023
Q3 | $627K | Sell |
10,817
-10,646
| -50% | -$617K | 0.19% | 121 |
|
|
2023
Q2 | $1.29M | Buy |
21,463
+13,103
| +157% | +$787K | 0.21% | 109 |
|
|
2023
Q1 | $543K | Buy |
+8,360
| New | +$543K | 0.17% | 140 |
|