Genesis Private Wealth’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
$357K Sell
4,795
-136
-3% -$10.1K 0.17% 72
2025
Q1
$314K Buy
4,931
+983
+25% +$62.7K 0.17% 78
2024
Q4
$228K Buy
+3,948
New +$228K 0.13% 115