GC Wealth Management RIA’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$336K Buy
+4,510
New +$336K 0.03% 411
2024
Q4
Sell
-4,761
Closed -$317K 307
2024
Q3
$317K Buy
4,761
+843
+22% +$56.1K 0.06% 248
2024
Q2
$213K Sell
3,918
-254
-6% -$13.8K 0.04% 257
2024
Q1
$272K Buy
+4,172
New +$272K 0.05% 238