CIBC Private Wealth Group’s National Grid NGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $143K | Sell |
1,920
-4,921
| -72% | -$366K | ﹤0.01% | 1249 |
|
2025
Q1 | $417K | Sell |
6,841
-536
| -7% | -$32.7K | ﹤0.01% | 854 |
|
2024
Q4 | $416K | Sell |
7,377
-341
| -4% | -$19.2K | ﹤0.01% | 920 |
|
2024
Q3 | $514K | Buy |
7,718
+5,034
| +188% | +$335K | ﹤0.01% | 865 |
|
2024
Q2 | $156K | Buy |
2,684
+2,131
| +385% | +$124K | ﹤0.01% | 1217 |
|
2024
Q1 | $35.9K | Buy |
+553
| New | +$35.9K | ﹤0.01% | 1806 |
|
2022
Q3 | – | Sell |
-74
| Closed | -$5K | – | 1098 |
|
2022
Q2 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 1113 |
|
2018
Q2 | – | Sell |
-58
| Closed | -$3K | – | 2045 |
|
2018
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 1751 |
|