Icon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Sell |
2,025
-116
| -5% | -$8.63K | 0.01% | 420 |
|
|
2025
Q1 | $136K | Buy |
+2,141
| New | +$136K | 0.01% | 421 |
|
|
2024
Q4 | – | Sell |
-2,304
| Closed | -$153K | – | 521 |
|
|
2024
Q3 | $153K | Sell |
2,304
-36
| -2% | -$2.4K | 0.01% | 404 |
|
|
2024
Q2 | $144K | Sell |
2,340
-966
| -29% | -$59.5K | 0.01% | 380 |
|
|
2024
Q1 | $216K | Sell |
3,306
-84
| -2% | -$5.48K | 0.02% | 325 |
|
|
2023
Q4 | $220K | Buy |
+3,390
| New | +$220K | 0.02% | 311 |
|
|
2022
Q4 | – | Sell |
-3,151
| Closed | -$153K | – | 388 |
|
|
2022
Q3 | $153K | Buy |
+3,151
| New | +$153K | 0.02% | 332 |
|