Carson Wealth (CWM LLC)’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 | $1.96M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $171K | Buy |
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|
2023
Q1 | $162K | Buy |
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|
2022
Q4 | $141K | Buy |
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|
2022
Q3 | $85K | Sell |
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|
2022
Q2 | $160K | Sell |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q2 | $128K | Hold |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $128K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $128K | Hold |
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|
2019
Q4 | $128K | Hold |
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|
2019
Q3 | $128K | Hold |
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|
2019
Q2 | $128K | Hold |
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|
2019
Q1 | $128K | Buy |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $252K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $19K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Buy |
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