Caldwell Trust’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.6K | Hold |
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|
2025
Q2 | $17K | Sell |
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|
2025
Q1 | $86.8K | Hold |
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|
2024
Q4 | $78.6K | Sell |
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|
2024
Q3 | $92.2K | Hold |
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|
2024
Q2 | $75.1K | Hold |
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|
2024
Q1 | $90.3K | Buy |
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|
2023
Q4 | $15.6K | Hold |
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|
2023
Q3 | $13.9K | Hold |
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|
2023
Q2 | $15.4K | Sell |
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|
2023
Q1 | $46.7K | Hold |
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|
2022
Q4 | $41.4K | Buy |
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|
2022
Q3 | $11.8K | Hold |
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|
2022
Q2 | $14.8K | Sell |
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|
2022
Q1 | $17.6K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $27.8K | Hold |
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|
2020
Q1 | $26.7K | Hold |
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|
2019
Q4 | $28.7K | Buy |
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