Cape Investment Advisory’s National Grid NGG Stock Holding History

Cape Investment Advisory’s Portfolio NGG Stock Details NGG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$427K	Sell
2025 Q1	$495K	Sell
2024 Q4	$510K	Sell
2024 Q3	$603K	Buy
2024 Q2	$483K	Buy
2024 Q1	$59.7K	Buy
2023 Q4	$12.9K	Buy
2023 Q3	$251	Hold
2023 Q2	$269	Buy