Heritage Wealth Management (Arizona)’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $30.2K | Buy |
523
+257
| +97% | +$14.8K | ﹤0.01% | 581 |
|
|
2022
Q3 | $13K | Hold |
266
| – | – | ﹤0.01% | 613 |
|
|
2022
Q2 | $16.2K | Sell |
266
-8
| -3% | -$486 | 0.01% | 577 |
|
|
2022
Q1 | $19K | Buy |
+274
| New | +$19K | 0.01% | 610 |
|
|
2021
Q3 | $15K | Hold |
279
| – | – | 0.01% | 603 |
|
|
2021
Q2 | $16K | Hold |
279
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $15K | Buy |
+279
| New | +$15K | 0.01% | 526 |
|