IWA
IBEX Wealth Advisors’s National Grid NGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,297
| Closed | -$206K | – | 116 |
|
|
2017
Q3 | $206K | Sell |
3,297
-3
| -0.1% | -$187 | 0.08% | 126 |
|
|
2017
Q2 | $200K | Buy |
+3,300
| New | +$200K | 0.08% | 128 |
|
|
2017
Q1 | – | Sell |
-3,890
| Closed | -$227K | – | 263 |
|
|
2016
Q4 | $227K | Sell |
3,890
-413
| -10% | -$24.1K | 0.11% | 108 |
|
|
2016
Q3 | $306K | Buy |
+4,303
| New | +$306K | 0.17% | 99 |
|