Integrated Wealth Concepts’s National Grid NGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$489K Buy
2025
Q1
$411K Sell
2024
Q4
$409K Sell
2024
Q3
$499K Sell
2024
Q2
$420K Sell
2024
Q1
$548K Buy
2023
Q4
$471K Buy
2023
Q3
$375K Sell
2023
Q2
$467K Buy
2023
Q1
$429K Buy