EverSource Wealth Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
3,563
+1,510
| +74% | +$112K | 0.01% | 734 |
|
|
2025
Q1 | $131K | Buy |
2,053
+1,043
| +103% | +$66.5K | 0.01% | 813 |
|
|
2024
Q4 | $58.3K | Sell |
1,010
-81
| -7% | -$4.68K | ﹤0.01% | 1118 |
|
|
2024
Q3 | $72.7K | Buy |
1,091
+87
| +9% | +$5.8K | ﹤0.01% | 909 |
|
|
2024
Q2 | $61.9K | Sell |
1,004
-190
| -16% | -$11.7K | ﹤0.01% | 992 |
|
|
2024
Q1 | $76.1K | Buy |
1,194
+259
| +28% | +$16.5K | 0.01% | 816 |
|
|
2023
Q4 | $60.8K | Buy |
935
+258
| +38% | +$16.8K | 0.01% | 822 |
|
|
2023
Q3 | $39.2K | Buy |
677
+23
| +4% | +$1.33K | ﹤0.01% | 905 |
|
|
2023
Q2 | $42.1K | Hold |
654
| – | – | ﹤0.01% | 903 |
|
|
2023
Q1 | $42.5K | Sell |
654
-5
| -0.8% | -$325 | 0.01% | 843 |
|
|
2022
Q4 | $38K | Buy |
659
+102
| +18% | +$5.88K | 0.01% | 860 |
|
|
2022
Q3 | $27K | Buy |
557
+45
| +9% | +$2.18K | 0.01% | 801 |
|
|
2022
Q2 | $31K | Sell |
512
-15
| -3% | -$908 | 0.01% | 724 |
|
|
2022
Q1 | $37K | Sell |
527
-11
| -2% | -$772 | 0.01% | 521 |
|
|
2021
Q4 | $36K | Buy |
+538
| New | +$36K | 0.01% | 490 |
|