Crestwood Advisors Group’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-4,263
Closed -$216K 186
2018
Q1
$216K Buy
4,263
+34
+0.8% +$1.72K 0.02% 156
2017
Q4
$223K Buy
+4,229
New +$223K 0.02% 165