IHT 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 | $517K | Sell |
6,950
-580
| -8% | -$43.2K | 0.01% | 693 |
|
|
2025
Q1 | $480K | Buy |
7,530
+275
| +4% | +$17.5K | 0.02% | 687 |
|
|
2024
Q4 | $419K | Sell |
7,255
-5,540
| -43% | -$320K | 0.01% | 738 |
|
|
2024
Q3 | $854K | Buy |
12,795
+5,365
| +72% | +$358K | 0.02% | 541 |
|
|
2024
Q2 | $403K | Sell |
7,430
-687
| -8% | -$37.3K | 0.02% | 699 |
|
|
2024
Q1 | $529K | Buy |
8,117
+149
| +2% | +$9.72K | 0.02% | 612 |
|
|
2023
Q4 | $518K | Sell |
7,968
-63
| -0.8% | -$4.09K | 0.02% | 587 |
|
|
2023
Q3 | $465K | Buy |
8,031
+234
| +3% | +$13.6K | 0.02% | 578 |
|
|
2023
Q2 | $502K | Buy |
7,797
+124
| +2% | +$7.98K | 0.03% | 534 |
|
|
2023
Q1 | $499K | Buy |
7,673
+564
| +8% | +$36.7K | 0.03% | 500 |
|
|
2022
Q4 | $410K | Sell |
7,109
-570
| -7% | -$32.9K | 0.03% | 549 |
|
|
2022
Q3 | $372K | Buy |
+7,679
| New | +$372K | 0.03% | 542 |
|
|
2022
Q2 | – | Sell |
-3,519
| Closed | -$247K | – | 788 |
|
|
2022
Q1 | $247K | Buy |
3,519
+231
| +7% | +$16.2K | 0.02% | 640 |
|
|
2021
Q4 | $217K | Buy |
+3,288
| New | +$217K | 0.02% | 723 |
|
|
2021
Q3 | – | Sell |
-5,102
| Closed | -$293K | – | 920 |
|
|
2021
Q2 | $293K | Buy |
5,102
+516
| +11% | +$29.6K | 0.02% | 726 |
|
|
2021
Q1 | $244K | Buy |
4,586
+383
| +9% | +$20.4K | 0.02% | 700 |
|
|
2020
Q4 | $223K | Sell |
4,203
-761
| -15% | -$40.4K | 0.02% | 658 |
|
|
2020
Q3 | $257K | Buy |
4,964
+699
| +16% | +$36.2K | 0.03% | 529 |
|
|
2020
Q2 | $232K | Sell |
4,265
-251
| -6% | -$13.7K | 0.03% | 479 |
|
|
2020
Q1 | $236K | Sell |
4,516
-226
| -5% | -$11.8K | 0.03% | 451 |
|
|
2019
Q4 | $267K | Buy |
4,742
+323
| +7% | +$18.2K | 0.03% | 479 |
|
|
2019
Q3 | $215K | Buy |
+4,419
| New | +$215K | 0.03% | 525 |
|
|
2018
Q3 | – | Sell |
-4,288
| Closed | -$215K | – | 437 |
|
|
2018
Q2 | $215K | Buy |
4,288
+2,848
| +198% | +$143K | 0.05% | 374 |
|
|
2018
Q1 | $72K | Sell |
1,440
-1,046
| -42% | -$52.3K | 0.02% | 574 |
|
|
2017
Q4 | $132K | Sell |
2,486
-395
| -14% | -$21K | 0.03% | 430 |
|
|
2017
Q3 | $162K | Sell |
2,881
-838
| -23% | -$47.1K | 0.07% | 285 |
|
|
2017
Q2 | $66 | Sell |
3,719
-400
| -10% | -$7 | 0.03% | 443 |
|
|
2017
Q1 | $256K | Sell |
4,119
-55
| -1% | -$3.42K | 0.17% | 145 |
|
|
2016
Q4 | $236K | Buy |
+4,174
| New | +$236K | 0.18% | 137 |
|