Gitterman Wealth Management’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
$261K Sell
3,508
-290
-8% -$21.6K 0.06% 97
2025
Q1
$242K Sell
3,798
-71
-2% -$4.52K 0.06% 94
2024
Q4
$223K Buy
3,869
+519
+15% +$30K 0.09% 101
2024
Q3
$223K Sell
3,350
-690
-17% -$45.9K 0.09% 106
2024
Q2
$219K Buy
+4,040
New +$219K 0.08% 92