HHM Wealth Advisors’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-150
| Closed | -$9.76K | – | 838 |
|
|
2024
Q1 | $9.76K | Hold |
150
| – | – | ﹤0.01% | 525 |
|
|
2023
Q4 | $9.72K | Hold |
150
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $8.67K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $9.63K | Sell |
150
-16
| -10% | -$1.03K | ﹤0.01% | 536 |
|
|
2023
Q1 | $10.8K | Hold |
166
| – | – | ﹤0.01% | 512 |
|
|
2022
Q4 | $9.59K | Buy |
166
+23
| +16% | +$1.33K | ﹤0.01% | 456 |
|
|
2022
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 576 |
|