Clearstead Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7K | Sell |
775
-38
| -5% | -$2.83K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $51.8K | Sell |
813
-452
| -36% | -$28.8K | ﹤0.01% | 1162 |
|
|
2024
Q4 | $73K | Buy |
1,265
+6
| +0.5% | +$346 | ﹤0.01% | 1084 |
|
|
2024
Q3 | $83.8K | Sell |
1,259
-53
| -4% | -$3.53K | ﹤0.01% | 1066 |
|
|
2024
Q2 | $71.2K | Buy |
1,312
+953
| +265% | +$51.7K | ﹤0.01% | 1078 |
|
|
2024
Q1 | $24.3K | Hold |
359
| – | – | ﹤0.01% | 909 |
|
|
2023
Q4 | $23.3K | Sell |
359
-359
| -50% | -$23.3K | ﹤0.01% | 911 |
|
|
2023
Q3 | $41.6K | Buy |
718
+235
| +49% | +$13.6K | ﹤0.01% | 912 |
|
|
2023
Q2 | $31.1K | Buy |
483
+124
| +35% | +$7.99K | ﹤0.01% | 826 |
|
|
2023
Q1 | $23.3K | Hold |
359
| – | – | ﹤0.01% | 819 |
|
|
2022
Q4 | $20.7K | Sell |
359
-6
| -2% | -$346 | ﹤0.01% | 792 |
|
|
2022
Q3 | $18K | Hold |
365
| – | – | ﹤0.01% | 789 |
|
|
2022
Q2 | $22K | Sell |
365
-378
| -51% | -$22.8K | ﹤0.01% | 779 |
|
|
2022
Q1 | $52K | Buy |
743
+367
| +98% | +$25.7K | ﹤0.01% | 673 |
|
|
2021
Q4 | $25K | Sell |
376
-6
| -2% | -$399 | ﹤0.01% | 769 |
|
|
2021
Q3 | $20K | Hold |
382
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $22K | Hold |
382
| – | – | ﹤0.01% | 694 |
|
|
2021
Q1 | $20K | Hold |
382
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $20K | Buy |
+382
| New | +$20K | ﹤0.01% | 634 |
|