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