FAS Wealth Partners’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,206
| Closed | -$223K | – | 158 |
|
|
2016
Q3 | $223K | Buy |
3,206
+90
| +3% | +$6.26K | 0.07% | 139 |
|
|
2016
Q2 | $227K | Hold |
3,116
| – | – | 0.08% | 135 |
|
|
2016
Q1 | $218K | Buy |
3,116
+50
| +2% | +$3.5K | 0.11% | 112 |
|
|
2015
Q4 | $209K | Hold |
3,066
| – | – | 0.1% | 119 |
|
|
2015
Q3 | $209K | Buy |
+3,066
| New | +$209K | 0.12% | 101 |
|