Insigneo Advisory Services’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,704
| Closed | -$247K | – | 670 |
|
|
2024
Q3 | $247K | Sell |
3,704
-725
| -16% | -$48.3K | 0.02% | 496 |
|
|
2024
Q2 | $263K | Sell |
4,429
-427
| -9% | -$25.4K | 0.03% | 437 |
|
|
2024
Q1 | $317K | Sell |
4,856
-1,346
| -22% | -$87.8K | 0.04% | 367 |
|
|
2023
Q4 | $410K | Buy |
6,202
+1,413
| +30% | +$93.5K | 0.06% | 271 |
|
|
2023
Q3 | $278K | Buy |
4,789
+526
| +12% | +$30.5K | 0.06% | 302 |
|
|
2023
Q2 | $284K | Buy |
+4,263
| New | +$284K | 0.05% | 292 |
|