JFS 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 | $16.9K | Sell |
227
-3
| -1% | -$223 | ﹤0.01% | 696 |
|
|
2025
Q1 | $14.6K | Sell |
230
-9
| -4% | -$573 | ﹤0.01% | 756 |
|
|
2024
Q4 | $13.8K | Buy |
239
+85
| +55% | +$4.9K | ﹤0.01% | 758 |
|
|
2024
Q3 | $10.2K | Buy |
154
+8
| +5% | +$532 | ﹤0.01% | 844 |
|
|
2024
Q2 | $7.95K | Sell |
146
-280
| -66% | -$15.3K | ﹤0.01% | 866 |
|
|
2024
Q1 | $27.8K | Buy |
426
+50
| +13% | +$3.26K | ﹤0.01% | 549 |
|
|
2023
Q4 | $24.4K | Sell |
376
-4
| -1% | -$260 | ﹤0.01% | 541 |
|
|
2023
Q3 | $22K | Sell |
380
-23
| -6% | -$1.33K | ﹤0.01% | 523 |
|
|
2023
Q2 | $25.9K | Sell |
403
-1,022
| -72% | -$65.7K | ﹤0.01% | 483 |
|
|
2023
Q1 | $92.6K | Buy |
1,425
+8
| +0.6% | +$520 | 0.01% | 285 |
|
|
2022
Q4 | $81.7K | Buy |
1,417
+116
| +9% | +$6.69K | 0.01% | 307 |
|
|
2022
Q3 | $63K | Sell |
1,301
-70
| -5% | -$3.39K | 0.01% | 348 |
|
|
2022
Q2 | $83K | Buy |
1,371
+905
| +194% | +$54.8K | 0.01% | 308 |
|
|
2022
Q1 | $33K | Buy |
466
+184
| +65% | +$13K | ﹤0.01% | 504 |
|
|
2021
Q4 | $19K | Buy |
+282
| New | +$19K | ﹤0.01% | 575 |
|
|
2018
Q4 | – | Sell |
-123
| Closed | -$6K | – | 508 |
|
|
2018
Q3 | $6K | Buy |
+123
| New | +$6K | ﹤0.01% | 447 |
|
|
2016
Q4 | – | Sell |
-363
| Closed | -$25K | – | 478 |
|
|
2016
Q3 | $25K | Buy |
363
+102
| +39% | +$7.03K | 0.01% | 297 |
|
|
2016
Q2 | $19K | Buy |
261
+113
| +76% | +$8.23K | 0.01% | 331 |
|
|
2016
Q1 | $10K | Hold |
148
| – | – | ﹤0.01% | 392 |
|
|
2015
Q4 | $10K | Buy |
148
+10
| +7% | +$676 | ﹤0.01% | 392 |
|
|
2015
Q3 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 361 |
|