Freedman Financial Associates’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,785
| Closed | -$125K | – | 297 |
|
|
2022
Q1 | $125K | Hold |
1,785
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $118K | Sell |
1,785
-31
| -2% | -$2.05K | 0.08% | 108 |
|
|
2021
Q3 | $97K | Hold |
1,816
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $104K | Hold |
1,816
| – | – | 0.08% | 106 |
|
|
2021
Q1 | $97K | Buy |
1,816
+1,642
| +944% | +$87.7K | 0.08% | 107 |
|
|
2020
Q4 | $9K | Buy |
+174
| New | +$9K | 0.01% | 355 |
|