Clear Perspective Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,017
| Closed | -$51K | – | 337 |
|
|
2018
Q2 | $51K | Hold |
1,017
| – | – | 0.04% | 247 |
|
|
2018
Q1 | $51K | Sell |
1,017
-53
| -5% | -$2.66K | 0.04% | 241 |
|
|
2017
Q4 | $56K | Sell |
1,070
-484
| -31% | -$25.3K | 0.04% | 225 |
|
|
2017
Q3 | $87K | Buy |
1,554
+54
| +4% | +$3.02K | 0.07% | 194 |
|
|
2017
Q2 | $85K | Sell |
1,500
-8
| -0.5% | -$453 | 0.07% | 181 |
|
|
2017
Q1 | $94K | Hold |
1,508
| – | – | 0.06% | 166 |
|
|
2016
Q4 | $86K | Buy |
+1,508
| New | +$86K | 0.06% | 168 |
|