FinTrust Capital Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.32K | Sell |
20
-38
| -66% | -$2.52K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $3.12K | Hold |
58
| – | – | ﹤0.01% | 1107 |
|
|
2024
Q1 | $3.75K | Hold |
58
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q4 | $3.74K | Sell |
58
-71
| -55% | -$4.58K | ﹤0.01% | 983 |
|
|
2023
Q3 | $7.46K | Buy |
129
+111
| +617% | +$6.42K | ﹤0.01% | 825 |
|
|
2023
Q2 | $1.03K | Hold |
18
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q1 | $1.03K | Hold |
18
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q4 | $1.03K | Buy |
+18
| New | +$1.03K | ﹤0.01% | 1093 |
|
|
2020
Q2 | – | Sell |
-375
| Closed | -$20K | – | 1111 |
|
|
2020
Q1 | $20K | Buy |
375
+46
| +14% | +$2.45K | 0.01% | 620 |
|
|
2019
Q4 | $18K | Hold |
329
| – | – | 0.01% | 654 |
|
|
2019
Q3 | $16K | Hold |
329
| – | – | 0.01% | 662 |
|
|
2019
Q2 | $16K | Sell |
329
-122
| -27% | -$5.93K | 0.01% | 642 |
|
|
2019
Q1 | $22K | Buy |
451
+55
| +14% | +$2.68K | 0.01% | 578 |
|
|
2018
Q4 | $17K | Buy |
+396
| New | +$17K | 0.01% | 635 |
|