Carson Wealth (CWM LLC)’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
16,290
+11,707
| +255% | +$871K | ﹤0.01% | 1159 |
|
|
2025
Q1 | $292K | Buy |
4,583
+636
| +16% | +$40.5K | ﹤0.01% | 1683 |
|
|
2024
Q4 | $228K | Sell |
3,947
-150
| -4% | -$8.67K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $273K | Sell |
4,097
-106
| -3% | -$7.06K | ﹤0.01% | 1592 |
|
|
2024
Q2 | $228K | Sell |
4,203
-181
| -4% | -$9.82K | ﹤0.01% | 1523 |
|
|
2024
Q1 | $286K | Buy |
4,384
+806
| +23% | +$52.6K | ﹤0.01% | 1355 |
|
|
2023
Q4 | $233K | Buy |
3,578
+144
| +4% | +$9.38K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $199K | Buy |
3,434
+781
| +29% | +$45.3K | ﹤0.01% | 1315 |
|
|
2023
Q2 | $171K | Buy |
2,653
+158
| +6% | +$10.2K | ﹤0.01% | 1316 |
|
|
2023
Q1 | $162K | Buy |
2,495
+49
| +2% | +$3.18K | ﹤0.01% | 1285 |
|
|
2022
Q4 | $141K | Buy |
2,446
+691
| +39% | +$39.8K | ﹤0.01% | 1240 |
|
|
2022
Q3 | $85K | Sell |
1,755
-883
| -33% | -$42.8K | ﹤0.01% | 1406 |
|
|
2022
Q2 | $160K | Sell |
2,638
-263
| -9% | -$16K | ﹤0.01% | 1134 |
|
|
2022
Q1 | $203K | Buy |
2,901
+459
| +19% | +$32.1K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $161K | Buy |
+2,442
| New | +$161K | ﹤0.01% | 1108 |
|
|
2021
Q2 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q1 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q4 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q3 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q2 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q1 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q4 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q3 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q2 | $128K | Hold |
2,234
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q1 | $128K | Buy |
2,234
+1,964
| +727% | +$113K | ﹤0.01% | 1049 |
|
|
2018
Q4 | $12K | Sell |
270
-5,146
| -95% | -$229K | ﹤0.01% | 1270 |
|
|
2018
Q3 | $252K | Buy |
5,416
+5,281
| +3,912% | +$246K | 0.01% | 480 |
|
|
2018
Q2 | $7K | Buy |
+135
| New | +$7K | ﹤0.01% | 1108 |
|
|
2017
Q4 | – | Sell |
-309
| Closed | -$17K | – | 1536 |
|
|
2017
Q3 | $17K | Buy |
+309
| New | +$17K | ﹤0.01% | 750 |
|
|
2017
Q1 | – | Sell |
-272
| Closed | -$16K | – | 1258 |
|
|
2016
Q4 | $16K | Hold |
272
| – | – | ﹤0.01% | 633 |
|
|
2016
Q3 | $19K | Hold |
272
| – | – | ﹤0.01% | 556 |
|
|
2016
Q2 | $20K | Hold |
272
| – | – | ﹤0.01% | 469 |
|
|
2016
Q1 | $19K | Hold |
272
| – | – | ﹤0.01% | 444 |
|
|
2015
Q4 | $19K | Buy |
+272
| New | +$19K | ﹤0.01% | 399 |
|