Epstein & White Financial’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-5,074
Closed -$233K 93
2018
Q3
$233K Sell
5,074
-3,301
-39% -$152K 0.15% 78
2018
Q2
$447K Sell
8,375
-847
-9% -$45.2K 0.33% 50
2018
Q1
$492K Sell
9,222
-226
-2% -$12.1K 0.32% 55
2017
Q4
$512K Buy
+9,448
New +$512K 0.3% 55