Endurance Wealth Management’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$11K Hold
167
﹤0.01% 486
2023
Q1
$11K Hold
167
﹤0.01% 493
2022
Q4
$10K Sell
167
-3
-2% -$180 ﹤0.01% 478
2022
Q3
$8K Hold
170
﹤0.01% 489
2022
Q2
$10K Sell
170
-5
-3% -$294 ﹤0.01% 484
2022
Q1
$12K Hold
175
﹤0.01% 501
2021
Q4
$12K Sell
175
-3
-2% -$206 ﹤0.01% 491
2021
Q3
$10K Hold
178
﹤0.01% 526
2021
Q2
$10K Hold
178
﹤0.01% 523
2021
Q1
$9K Hold
178
﹤0.01% 537
2020
Q4
$9K Hold
178
﹤0.01% 503
2020
Q3
$9K Hold
178
﹤0.01% 482
2020
Q2
$10K Hold
178
﹤0.01% 464
2020
Q1
$9K Hold
178
﹤0.01% 434
2019
Q4
$10K Hold
178
﹤0.01% 423
2019
Q3
$9K Hold
178
﹤0.01% 425
2019
Q2
$9K Hold
178
﹤0.01% 388
2019
Q1
$9K Hold
178
﹤0.01% 388
2018
Q4
$8K Buy
+178
New +$8K ﹤0.01% 385
2018
Q1
Sell
-76
Closed -$4K 527
2017
Q4
$4K Hold
76
﹤0.01% 459
2017
Q3
$4K Hold
76
﹤0.01% 449
2017
Q2
$4K Sell
76
-1
-1% -$53 ﹤0.01% 453
2017
Q1
$5K Hold
77
﹤0.01% 448
2016
Q4
$4K Hold
77
﹤0.01% 440
2016
Q3
$5K Hold
77
﹤0.01% 427
2016
Q2
$6K Sell
77
-664
-90% -$51.7K ﹤0.01% 418
2016
Q1
$51 Hold
741
0.01% 257
2015
Q4
$50K Hold
741
0.01% 262
2015
Q3
$51K Buy
741
+77
+12% +$5.3K 0.01% 265
2015
Q2
$42K Buy
+664
New +$42K 0.01% 288