Integrated Wealth Concepts’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 | $489K | Buy |
6,569
+127
| +2% | +$9.45K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $411K | Sell |
6,442
-646
| -9% | -$41.2K | ﹤0.01% | 1243 |
|
|
2024
Q4 | $409K | Sell |
7,088
-405
| -5% | -$23.4K | ﹤0.01% | 1219 |
|
|
2024
Q3 | $499K | Sell |
7,493
-245
| -3% | -$16.3K | 0.01% | 1083 |
|
|
2024
Q2 | $420K | Sell |
7,738
-666
| -8% | -$36.2K | 0.01% | 1130 |
|
|
2024
Q1 | $548K | Buy |
8,404
+1,155
| +16% | +$75.3K | 0.01% | 1016 |
|
|
2023
Q4 | $471K | Buy |
7,249
+774
| +12% | +$50.3K | 0.01% | 1023 |
|
|
2023
Q3 | $375K | Sell |
6,475
-782
| -11% | -$45.3K | 0.01% | 1118 |
|
|
2023
Q2 | $467K | Buy |
7,257
+663
| +10% | +$42.7K | 0.01% | 1009 |
|
|
2023
Q1 | $429K | Buy |
+6,594
| New | +$429K | 0.01% | 905 |
|